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Tomate37 Need to have field information copied into another field automatically......Any ideas?
Hello there,
some users are complaining they have to enter the address of an account and then they have to re-enter the same information when they enter a contact for that account.
Is there a way to duplicate the values using a formula, validation rule or work flow rule?
Thank you in advance for your help!!
Tomate37
some users are complaining they have to enter the address of an account and then they have to re-enter the same information when they enter a contact for that account.
Is there a way to duplicate the values using a formula, validation rule or work flow rule?
Thank you in advance for your help!!
Tomate37
AdminisaurusRexIf the user can confirm that the Account's Shipping or Billing address should be used for the Contact's Mailing address, then you can put a link or button s-control that pulls info from the Account record and puts it into the Contact record.
This method is awesome and you should be able to get everything you need right here: http://community.salesforce.com/sforce/board/message?board.id=custom_formula&message.id=425
Eventually your link should look something like:
https://na5.salesforce.com/{!Contact.Id}/e?00N70000001lQu6={!Shipping_State}&00N70000001lhmY={!Shipping_Zip}&00N70000001kmpN={!Shipping_Street}