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barefootbarefoot 

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
TonkaCruiserTonkaCruiser
barefoot,
 
You don't give much information on what you are trying to do but I think the easiest way to upload information to a non-wizard object is going to be the Excel Connector.  You can export from one object and then import selected fields into any other object in the system.  You have to make sure you get the PE version and not the EE version.
 
 
Chris
RufussRufuss
Hi barefoot,

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.