Thread Rating:
  • 0 Vote(s) - 0 Average
  • 1
  • 2
  • 3
  • 4
  • 5
Doubt - Workflow 2nd level - data in opportunity to Service Contracts
#1
I wish in my service contracts shows in registry a details from you sale

My system is organized with

Opportunity is related to Contacts
Service Contracts is related to Contacts, either

But I wish created a block, in service contracts to show same fields in opportunity
because user needs this information, and reclaim if much worked to open a link from contacts and after that opportunity

I think is possible, copy with workflow data from opportunity to contacts
and in second workflow copy data from contact to Service Contracts

But is the better solution?
Ranieri
eCRM Web
Reply
#2
If you don't want to use any programming, i think this is a very good solution. It helps you to connect through modules without the need of moving forward and backwards.
[b][color=#cc66ff][i]Hena[/i][/color][/b]
[i][color=#cc66ff][b]Evolutivo Team [/b][/color][/i]
Reply
#3
Sorry, I don't understand your reply ...

what tool?
Ranieri
eCRM Web
Reply
#4
ok, I understand now.

thanks for your reply.
Ranieri
eCRM Web
Reply


Forum Jump:


Users browsing this thread: 3 Guest(s)