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thylakthylak 

How to Autopopulate the contact in Opportunity object

how to autopopulated the contact into opportunity.

 

1. i created one contact record. after i created one opportunity for that contact.

   now i need populate the contact in opportunity. using formulas or custom links or workflow rules and trigger. how can i  solve this problem please help me

 

pls help me................

RecondoRecondo

Are you referring to creating a field for the contact? If so, without having to code, you could call your field something like "Name of Sponsor"... and set it as a Lookup(Contact) and then search and add in the contact.

 

Another way, is on the Opportunity page layout, you could assign the releated list "Contact Role" to the page. To edit the roles, go to setup/opportunity/Contact Roles. Once you have these roles set up, in the opportunity, you can add a new contact role, and it will give you the list of contacts and you can choose the contact and assign a role and save. Your contact is now in the opportunity.

 

Did either of these help? If so, please close.

 

Thanks!

N