Need to add a specific reason to use when processing a refund?
With Spring '23, we are giving you the ability to add options on the Refund Reason field when processing a refund.
To add more, here's what you may do:
- Go to Setup
- Click Object Manager
- Look for Credit Memo custom object
- Under Fields and Relationships section, locate the Reason field
- On the Values section, click New
- Add the specific picklist value as the new Refund Reason
7. Save changes
Here's where you'll see your changes:
Availability: Spring '23 Release