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Donny SDonny S 

Cross Object Formula Field

I am trying to create a formula that will take the "email" information from the account or contact and populate said information in the Email section of the Payment.

 

I have the email section created, however I am unsure how to pull this information from the account or contact.

 

 

 

 

Best Answer chosen by Donny S
Pradeep_NavatarPradeep_Navatar

First you need to create a lookup relationship between the payment and the object from you want to fetch the email infomation and after that you can use the formula like Contact__r.Email. This formula will fetch the email from the contact object to your custom payment object.

 

Hope this helps.