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How to transfer a field from a transaction to an invoice (or how to copy data)?
I want to create a business process that will transfer data from a field of the "Date" type.
This field is located in the Deal. When creating an account, I would like the identical field to copy the data from the transaction automatically
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Do you make an invoice from the Invoice tab or through Documents?
I want to create a business process that will transfer data from a field of type "Date"
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