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JCoppedge Order form creation: customization options?
Here's the deal in brief:
I have an opportunity that represents an agreement for a client- eg. they have agreed to buy 500 widgets over the next year. The widgets may be paid 30% up front, but the bulk of the expense comes when they place orders. I created a custom object, called "Order" and created a master-detail relationship between order and opportunity.
This way when an order is placed I can run a total against the opportunity. Life is grand!
Here's the problem. Each order has a look-up relationship to an account (this account is not related to any opportunity). When my team fields an order over the phone, they have to look up the account, requiring a lot of alt-tabbing. When they select the account, I want specific information pertaining to the account to appear (when creating this new custom "order" obejct). Is that possible or does this require S-controls?
I have an opportunity that represents an agreement for a client- eg. they have agreed to buy 500 widgets over the next year. The widgets may be paid 30% up front, but the bulk of the expense comes when they place orders. I created a custom object, called "Order" and created a master-detail relationship between order and opportunity.
This way when an order is placed I can run a total against the opportunity. Life is grand!
Here's the problem. Each order has a look-up relationship to an account (this account is not related to any opportunity). When my team fields an order over the phone, they have to look up the account, requiring a lot of alt-tabbing. When they select the account, I want specific information pertaining to the account to appear (when creating this new custom "order" obejct). Is that possible or does this require S-controls?