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Leo Pallo
How to select especific accounts to a specific picklist (custom field)
I have a problem, and I´m looking for some help on this issue.
Every account that we create, we choose its type (ie.: client, potential client, partner...), and we´d like to create a custom field (picklist or serch field) on the botton of this account that shows all accounts that is classified as Partner.
I mean, a custom field that I can search only accounts that is classified as Partner.
Thanks in advanced.
Leo
I don't think you need a custom field - just write a report with the criterion Type=Partner to report only accounts that are partners.
If you do want a custom field, you can create a custom formula field using the formula = Type in order to mirror the value of the Type field to your custom field.
Scott