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Finky9 Lookup Account Name via a custom field code
I have a custom object named Ticket. This has a custom text field named Moniker. I'd like to use that Moniker to lookup a matching custom field Moniker in Accounts and return the Account's name, type, and some other information. I'm using Profession edition.
I was thinking that a read-only (Formula) text field is the way to start but I'm starting to have doubts about that.
Dave
I was thinking that a read-only (Formula) text field is the way to start but I'm starting to have doubts about that.
Dave