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Sara Charlton
I want to be able to check a box in a contact to designate that contact as a signor or guarantor in sfdc, later pulling that name into loan documents. How would i do that?
Example:
ABC Company
Jane Smith is contact, but i want to designate her as the signor, to later map her name onto a drawloop template on loan documents....
It would be ideal to do this also with gurantors
ABC Company
Jane Smith is contact, but i want to designate her as the signor, to later map her name onto a drawloop template on loan documents....
It would be ideal to do this also with gurantors
Abhijeet Anand 6
Do you need to update all the contacts of your ORG or are there particular contacts only? If you need to set a checkbox to true and assuming that it is a one time activity, you can use dataloader.
Sara Charlton
Abhijeet,
Thanks for your reply- I want to be able to build a custom field that is a checkbox on the contact, but then build a formula where if a contact is checked as a signor, their name gets pulled to the documents where they need to sign when we draft up the contract
Sara Charlton
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