![]() They'll also be searchable in either the Transaction Date Range Search or Global Search areas. Any custom date-type field can optionally be set as a Trigger Date to allow Task Due Dates and Scheduled Messages to be triggered relative to that date.Ĭustom Fields will appear in all places that regular transaction fields appear, including on Coversheets, as Autofill Tags, and in downloads. From dates to lists to text fields, use these new fields to cleanly gather and track information that helps your team drive transactions to completion.
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