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Select addresses from a list of child accounts linked to a parent account and add them to a quote/opportunity
We have a requirement where we need to select multiple addresses from many child accounts linked to the parent account where a quote/opportunity is being generated and add them to the quote/opportunity. For example, an opportunity/quote may be created for a parent account but the product will be installed at 5 of its child account locations. We need to be able to select the child addresses and add them to the opportunity/quote for as many locations that the item will be installed at. Even being able to select multiple child account names to the opportunity/quote would be enough to meet our requirements.
Thanks in advance and if this doesn't make any sense, please let me know and I will be happy to answer any questions you may have to give more clarity.
Matt
Thanks in advance and if this doesn't make any sense, please let me know and I will be happy to answer any questions you may have to give more clarity.
Matt