Ok what i have done so far is created a new tab with the usual info First Name Last Name Company Address Ect
I have created a link on my opportunities page that will grab information out of the opportunities and fill it into the new tab automatically.
So i have gotten to a point where i have all the fields i can populating but what i wanted to know is can i some how get the primary contacts name that is linked to opportunity to populate the first name last name fields on my new tab
I am struggling to think how this could be done. So am hoping some one out there has an answer.
If what i wrote doesn't make sense please let me know and i will try and explain it differently.
Is there is a way to create a custom button to place next to a field to copy data from one field to another? For example, we have a case description field. On the same page we now have a Billing Description field. Sometimes these need to be different, other times they are the same. So I was wondering if it is possible to have a button next to the Billing Description that would copy the case description field to the Billing Description field?
