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debra
Any tips/tricks to Customize fields on mini page layout when adding new Opportunity products
We have two record types for opportunities each has a different pricebook and different fields that are applicable when adding products to the opportunity. This works OK for users who only create one type of opportunity but for some users who could do either record type/price book they would need to see different field list when they add products from the price book to the opportunity. However do not see a method (non-code) to show a different mini-page layout to the user depending on the RT of the Opp or some other criteria - looks to be assign one layout per profile.
Thanks for any tips. Also if you have a code based solution that you recommend please let me know as I pretty sure there is no oob solution for this.
Thanks for any tips. Also if you have a code based solution that you recommend please let me know as I pretty sure there is no oob solution for this.