We have several accounts in the C&P. When we charge through a certain account, we want that information to be recorded on the Opportunity in the SF that is created from the charge. We have a custom field called "Fund" on our opportunity page. This is where we want to record the information. This "Fund" is very important information and we made the field required, but when we charge a charge through the virtual terminal, an error is created since the field "Fund" is required and there is no place to fill out this field in the C&P Virtual Terminal.
1. How do you add a field to the virtual terminal?
2. Alternatively/additionally how can I record which account the charge was made through on my opportunity page?
Thanks.
@Click & PledgeThank you, this helped me a lot. Tell me, though, one of the questions I added in the Custom Questions in VT Settings is "Receipt Number". When I want to map it in Custom Mapping, how do I tell it to "Replace text with" "Answer"? In other words, whatever number is typed in that field on the VT Terminal, I want it to transfer to my "Receipt Number" field on my new opportunity that is created from this transaction.
It seems that it will only work for a picklist, not text (or in this case a number)
