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

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G

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
 
M

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?
 
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