Source a invoice record field into customer record field
How to source custbody field from invoice record to custentity field of customer
Rookie Asked on May 24, 2023 in How To's.
You would not normally do this as the relationship from invoice to customer is many-to-one.
In theory, you could set the field based on a saved search but I’m struggling to see a use case for this.
Could you please explain further?