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NCMIAMI
Custom fields based on product family or product
Is there a way to associate a group of custom fields to a product family or to a specific product so that those fields display for that product/product type only and not the other product/product types?
Thanks Jakester. I haven't seen product record types in the user manual but I will certainly look into it.
Thank you.
Hi Jakester,
Can a record have more than one record type?
Thanks,
Naomi
Okay, so the product record type won't work for me. Basically, I have a series of products. Each product category has different field requirements.
i.e.
Product Category 1:
Conference Ticket
Custom Fields:
Attendee Type, Confirmation Number, participated (yes/no)
Product Category 2:
Subscriptions
Custom Fields:
Subscription Term, Auto-Renew (yes/no), Subscription Start Date, Subscription End-Date
So, for example, if I am adding a Subscription product to an opportunity the custom fields for the conference category are completely irrelevant.
Ideally, the user shouldn't see those fields as options if a product in the Subscription category has been selected.
I don't know, I feel like this is a basic need so I don't know if I am approaching the wrong way or if it is just out of the scope of SF without massive customization.