Looking for code to be able to "click" on a button in the Opportunity layout that will update the value of the account_type field in the account object.

Currently, after an opportunity is closed, the user has to remember to go back to the account tab and update the account type.

Thanks

Is there anyway to get contact information to display on the Opportunity layout ?

I create a formula for account information to appear, however cannot figure out how to get contact information to appear on the page.

Thanks

Currently, when an opportunity is written, the agent has to go back into the Account object and change the Account Type from Prospect to Insured.

Is there a way to automate this update of the account type when the Opportunity status changes to written.

OR

Is there a way to create a button, that when pressed, will update the Account Type.

Thanks

When we convert a lead, the configuration requires that a task be created.  

How can I remove the task creation from the convert page completely ?

Thanks 

Looking for code to be able to "click" on a button in the Opportunity layout that will update the value of the account_type field in the account object.

Currently, after an opportunity is closed, the user has to remember to go back to the account tab and update the account type.

Thanks

Is there anyway to get contact information to display on the Opportunity layout ?

I create a formula for account information to appear, however cannot figure out how to get contact information to appear on the page.

Thanks

Currently, when an opportunity is written, the agent has to go back into the Account object and change the Account Type from Prospect to Insured.

Is there a way to automate this update of the account type when the Opportunity status changes to written.

OR

Is there a way to create a button, that when pressed, will update the Account Type.

Thanks