Recent content by JLC

  1. J

    How to create fields that will use the same value on different record types

    I have only learned that this apparently requires a custom solution using a database query. I'm not sure how to do that or if it is feasible for my use case, though. Sorry, I don't have additional details. If you figure it out, please share. Thanks!
  2. J

    How to show the "value" of a user-defined Account field in a Contact Record

    Thank you for your response!
  3. J

    How to show the "value" of a user-defined Account field in a Contact Record

    Hi: In BCM 2010, I'm trying to figure out a way to have the value of a user-defined field in the Account type, be displayed in the Contact Type. For example, in the Account record, I have a custom field called Contract Renewal Month/Yr. When I add contacts that are linked to that account, I'd...
  4. J

    How to create fields that will use the same value on different record types

    Hi, On BCM 2010, does anyone know how to use/create a field on a account record type, and have the value of that field display on a contact record type form? I think this is called a parental relationship field. For example, I'd like to create a contract renewal field in my account record...
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