• carmyke
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I have created a custom field called Booking Quarter (Booking Qtr) and I want to auto populate this field with a specific fiscal quarter.  For example, when my sales team enters Close Date of 6/15/2010, I want the Booking Qtr field to auto-populate with Q2 2010.  Any advice on how to do this?  Our fiscal quarters align with calendar quarters (i.e. CY Q1 = FY Q1).

 

Thank you.

I have created a custom field called Booking Quarter (Booking Qtr) and I want to auto populate this field with a specific fiscal quarter.  For example, when my sales team enters Close Date of 6/15/2010, I want the Booking Qtr field to auto-populate with Q2 2010.  Any advice on how to do this?  Our fiscal quarters align with calendar quarters (i.e. CY Q1 = FY Q1).

 

Thank you.