09-08-2019, 06:35 PM
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?
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
eCRM Web