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Creating a Customer Deposit link on the Opportunity Record

edited Jan 8, 2025 1:54PM in Ask A Guru 2 comments

Hi Everyone (Happy New Year!),

I've had a request to set up a way of creating a deposit from an Opportunity record.

I thought the easiest way would be to set a workflow which creates a button "Create Deposit" where the 2nd Workflow Action is create record "Customer Deposit". In the selection for record type to create there is no option for Customer Deposit though. Is it named something else in the list or is it simply not possible to do from an Opportunity? Standard NetSuite Sales Orders have the button and I just wanted to replicate that for Opportunity.

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