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Moosecouture I am trying to learn how to do a simple Code
I have what I would think is a very simple task. My Account Names all begin with a number followed with a space. Is there any way to have this number load up into a Custom field every time that I open a case? Maybe I am over reaching here. We have a code developed that takes that Custom field and looks up the first five digits of an Account. The Only reason I am asking for help with this is because I am assuming that the code that they developed is causing our Self-Service Portal to have errors thinking that the account is not filled because the Custom field is not filled.
I hope that this makes sense.
You shouldn't need code for this - it sounds like something that could be achieved using a workflow field update.