Home  >   FAQs   >  What are the Summary View actions in the Payments record?
FAQs in this section

What are the Summary View actions in the Payments record?

Table of Contents

The following are the Summary View actions:

  • Follow: You can follow a payment record to get updates on all the activities performed on that record.
  • Tags: You can add tag names to a record to identify the record quickly.
  • Print: You can print payment details or save them as a PDF file for future reference.
  • Duplicate: You can duplicate the current record and reflect all the details in a new one.
  • Delete: You can delete a record by clicking this button.
  • Send Link: You can send the link from your payment record to the customer.
  • Pay Now: You can manually enter your credit card or bank details to make the payment.
Was this FAQ helpful?
0  out of  0  found this helpful.
Comments 0
Be the first to comment
© Copyright 2023 Vtiger. All rights reserved.