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Pablo Argentina Autofill phone Field
Hi guys.
One question.
I have an object (CONTACTS) and there's a field "ACCOUNT NAME" that search within all the accounts created so i can make a relation between that account and a CONTACT.
What i'm trying to do is that when you select the account from the other object, some fields (like PHONE or MAIL) will automatically fill in with the ACCOUNT PHONE AND MAIL, so i just have to add the person name.
How can i do this?
thank in advance
Pablo
You can set up a workflow rule to trigger on Contact Create / Update, which uses FIeld Updates to copy across the details such as Phone, etc from the Account to the Contact. This would of course happen in the background, after you hit save on the Contact Record.
Thanks for your answer.
I think that this is the correct way to do it, but, i really don't know how!
Can you be more specific or make some kind of step by step guide?
Thanks in advance
Pablo