• notech
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Our company creates Client Visit Reports on a regular basis using SF.  We also maintain a savings percentage specific to the client on the Account record.  We update the savings percentage about once a month with a new value.  When a user creates a new Client Visit Report and selects the related account I would like the savings percentage to automatically populate to the Client Visit Report (which is a custom object).  Once populated I would like the savings percentage value to remain constant in the custom object even thought original value on the Account record might change.  Is this possible in EE?

  • August 13, 2010
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Our company creates Client Visit Reports on a regular basis using SF.  We also maintain a savings percentage specific to the client on the Account record.  We update the savings percentage about once a month with a new value.  When a user creates a new Client Visit Report and selects the related account I would like the savings percentage to automatically populate to the Client Visit Report (which is a custom object).  Once populated I would like the savings percentage value to remain constant in the custom object even thought original value on the Account record might change.  Is this possible in EE?

  • August 13, 2010
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  • 0