function readOnly(count){ }
Sign Up ›
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
Learn More

Browse by Topic
ShowAll Questionssorted byDate Posted
+ Start a Discussion
SkifasterSkifaster 

Copy phone number from contact to deal

I am looking for a way to auto populate fileds so they are read only on a customer obkect. Esstentially a deal would have a vendor based on a relastionship look up. The vendors phone number and address are stored under their contact information. The phone number would be "shown or copied" onthe deal.

Any easy way of doing this?

Thanks

Steve
MattLMattL
Is the vendor the parent to the deal? Or in some way related to the deal? If so, you can in-line an S-control to replace the Salesforce field. Then just have the S-control display the number, and it will be read-only and refresh automatically.

If you need some code examples, I can dig one up for you.