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SfearSfear 

Need help in creating a formula

I am trying to create a formula that would look at the Contact.RecordType and if it said "Direct Sales Rep (DSR)" then if would look to see if Opportunities_DSR_Party_Source = Contact.Name if both were true then it would input the data from a field titled "Event_Coordinator_Name"

 

Thanks for any help

PilkoTechPilkoTech

There's some linking here that needs to take place that you're not sharing.

 

Some questions you'll need to answer before anyone can help you:

 

  • What tab is all this taking place on?
  • What are the field types of your custom fields?
  • How is "Opportunities_DRS_Party_Source" linked to a contact?