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haiduz
a Custom text box that displays same info for case and contact
I need to create a custom text box that would display the same information for a case and account.
That is: If I enter text into a field on the account field and would then create a new case for that account, that text would already be populated with the information entered to the contact that the case belongs to.
I would also like to have the same relationship with the account.
Thus if I make a note on the account level, then that note would appear on every contact and case under that account.
Is this possible, and if yes how would I do it because I spent at least a couple of hours trying to figure that out without any success.
Thanks.
That's the only reasonable approach that I can see.