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barefoot
Duplicate Information
In the Professional Edition, is there a simple way to duplicate custom information from Accounts to Contracts. I have tried a custom formula referencing the Account {!Accounts_Vendor} but can't seem to get the right syntax.
Thks
Came across your post just now, and wonder if what you're meaning is in fact that you want to have information from accounts move over to a contract when you raise one? So, auto-populate some fields when a new contract is raised from the accounts page?
Custom link is the way to go - check out the help ad support docs, there is a great custom links tip sheet there that walks you through how to do it.
Regards,
Rufuss.