How to let data in an account user defined field appear in the same field all related opportunities

Status
Not open for further replies.

George-V

New Member
Outlook version
Outlook 2010 32 bit
Email Account
Exchange Server
I created a user defined field that contains a unique number for all the accounts in my database. I need that number to appear in all opportunities that I create related to that account. So the idea is to only enter that data once when the account is created and then when I create a new opportunity from within that account it would auto populate that field in the opportunity input screen.

hope that makes sense

regards GV
 

Morgan

Member
Outlook version
Outlook 2010 64 bit
Email Account
Exchange Server
I have a similar need where I need to add a previously made user defined field from a contact record (in this case a relationship field) into an opportunity form. It seems you cannot "add field from a different form" into an opportunity if the field is from a contact record.

Anyone find a workaround?
 
Status
Not open for further replies.
Top