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Auto Populate Quote's Billing Address Fields.
Hi All,
When we create a Quote (i.e) child of Contact. The standard Email and Phone field in the quote will be auto-populated based on the selected contact.
Now the requirement is that, We have to auto-populate the Standard Billing and Mailing address fields of quote based on the selected contact Billing and Mailing address fields.
Note: we want to pre populate. Not to populate after it is inserted or updated.
Thanks ,
Saraz
When we create a Quote (i.e) child of Contact. The standard Email and Phone field in the quote will be auto-populated based on the selected contact.
Now the requirement is that, We have to auto-populate the Standard Billing and Mailing address fields of quote based on the selected contact Billing and Mailing address fields.
Note: we want to pre populate. Not to populate after it is inserted or updated.
Thanks ,
Saraz
You can use formulae to achieve this,
https://developer.salesforce.com/page/An_Introduction_to_Formulas
Hope this helps !!!!!!!!
Thanks for your response,
But in my case I want them to pre populate. So if the user wants to change the address he must be able to change them accordingly.
I don't feel you can achieve it without that.