SKY - Automatically refresh Request record after scheduling payments

After approving a request and going through the payment scheduling wizard, the payments still show as zero in the related records area on the left hand side.

Please can the Request record automatically refresh after completion of the payment wizard? This would save time in not having to search for the request again to check that the payments are correct.

  • Guest
  • May 21 2021
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  • Ally Steele commented
    October 01, 2021 09:41

    I believe this happens on all fields in all record types, so will this be fixed everywhere?

  • Tracey Rice commented
    May 21, 2021 14:45

    It would be helpful to have a refresh button so we can then go into the payments created.