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mattdarnold Auto-populate Account based on Contact in Custom Object
Hi everyone,
I working with the conference management app provided by Salesforce on the Appexchange. (http://www.salesforce.com/appexchange/detail_overview.jsp?NavCode__c=&id=a0330000000HFT3AAO)
I am trying to make some modifications to the Attendee Role object. What I would like to do, ideally, is that when a user selects an attendee, really a contact (via the contact lookup), I want it to automatically select the account that corresponds to that contact.
The reason I want to add this functionality is so that the conferences will show up under a related list in both the contact and account page layouts.
I have been struggling with this for a little while - hopefully someone can help me out.
Thanks.
-- Matt
I working with the conference management app provided by Salesforce on the Appexchange. (http://www.salesforce.com/appexchange/detail_overview.jsp?NavCode__c=&id=a0330000000HFT3AAO)
I am trying to make some modifications to the Attendee Role object. What I would like to do, ideally, is that when a user selects an attendee, really a contact (via the contact lookup), I want it to automatically select the account that corresponds to that contact.
The reason I want to add this functionality is so that the conferences will show up under a related list in both the contact and account page layouts.
I have been struggling with this for a little while - hopefully someone can help me out.
Thanks.
-- Matt
jjuezI am looking exactly for the same thing. Does anyone know?
Jonathan Meltzer 8I am looking to do this in the Case window. If the tech chooses a Contact name, it will find the account for that contact and populate the lookup with it.