When you create a Transaction Body Field for example, it shows up on Sales Orders, Invoices, Credit Memos, etc..
Is there a way to to limit that to a certain record? say Credit Memos?
12/01/2021, 3:10 AM
You have to control that via the actual transaction form as the selection on Applies To is limited to the collective “Sale”. The shortcut to this is through the “Apply to Forms” button which can be found on edit mode of your newly created field.