Is there a way to access the entity field for the parent transaction of a user note? I am wanting to add a field called customer that sources from the entity field that the note is created in.
b
battk
10/16/2020, 3:27 PM
there should be a transaction field on the note that you can use for searching/record purposes
battk
10/16/2020, 3:27 PM
probably the wrong place if you want a non scripted solution
p
pen one
10/16/2020, 3:40 PM
found it. and was looking for a scripted solution as wanted to add some more options to the script. thanks!