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RhodyJill *Please Help* Quick Question on Fields
Hi there!
We currently use Salesforce Enterprise. I have my contacts and one of the fields I'm trying to add is a "Nominated By" field.
In a perfect world I would love for us to be able to add a new record, lookup a contact in the "Nominated By" field, select a name and then have it load into the Relationship section in each person's (the new record of the nominee and nominator's) record.
Does anyone know how to do this? I've tried adding a new field under "LookUp." When I select contacts, it loads the nominee into the nominator's contacts. When I select Relationship, the search function only allows you to see the relation ship numbers (R-#####).
Any advice would be greatly appreciated!
Thank you,
Jillian
Can you clarify a couple of things...
You are trying to contacts to contacts, correct?
Can one person be nominated by one or multiple people?
A person can nominate more than one person, correct?
The Relationship section you reference, is that a related list on contacts representing a custom object?
Not entirely sure of your object set up, but is relationship number the name field of a custom Relationship object ? Ifso maybe its all working but you still need to configure the search layout for your custom object.