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Hello
I have customised Client Entity and related (client can have many accounts). When we take a phone call and add this through an account record, the call form populates the account number, is it possible to auto have the client record populated on change of the or population of the account number and how would I do this?
Thanks
Thanks, so the structure is client entity parent to accounts child. We complete a call record through the account and the account number is populated, I'd like on save or whatever for the client ID to be populated, does this make sense?
Regards
If that client field is a direct field in account which is populated when phone call form is loaded, then you can achieve it without code using field mapping under relationship. (I doubt this will work for regarding field)
blog.fullscope.com/save-time-entering-data-into-crm-by-mapping-fields-between-records
Otherwise use form load (also on change) script to make a service call and get the field value you want from selected account to populate it in phone call form.
Sorry, I haven't made this too clear...I mean when I open a new phone call record from the account record, my account field is auto populated. I have an client field in the phone record too that I would like to auto populate based on its child account.
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