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Dez Cesarini How do I auto-fill an Opportunity>related field?
I'd like to auto-populate the required "Contact" field in Opportunities>Related>Accounts. https://www.screencast.com/t/sEV76Cmx I found some hacks but not sure if that's the best course of action. This article had an alternative solution but I can't seem to make it work with need parameters. I wonder if I could set a predefined Field Value to autofill the contact field?
Ideally, the Opportunities>Related tab>Affiliated Accounts>Contact name field would remain blank if a contact is not selected from the list. Alternatively, a default entry of "unknown" would work also. I need a step by step—this is unfamiliar ground to me....
Ideally, the Opportunities>Related tab>Affiliated Accounts>Contact name field would remain blank if a contact is not selected from the list. Alternatively, a default entry of "unknown" would work also. I need a step by step—this is unfamiliar ground to me....