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seandnz
Copy lookup field to text formula field or similar
I am trying to copy the value of a lookup field i.e. Account Name into a custom object text formula field (or similar) so I can view the name of the account using the Tab View. I cannot make the Account object a master relationship as the custom object already has a master relationship and the limitation with Salesforce is that any object can only have one master lookup relationship.
In short all we need to do is see the Account Name when viewing the custom object in a list using the Tab view then we can just use the link to open the record we do not need to open the account, just see the account name.
I really hope someone can help, many thanks.
My apologies I should have made my question clearer. I have a object called "Underwriting" and a lookup relationship to another object called "Life Policy" , I need to show the account name in the "Underwriting" object even though there is not a direct relationship (or lookup) between "Underwriting" and "Accounts". What we are trying to avoid is every user having to create a lot of lookups each time a record is created in the "Underwriting" object.
The result we are wanting is to show the "Account Name" in the "Underwriting" Obejct. The relationships go like this Accounts > Life Policies > Underwriting.
Any assistance you may be able to offer would be great, thanks for your reply.
SEAN.