• RhodyJill
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Hi there!

 

We currently use Salesforce Enterprise. I have my contacts and one of the fields I'm trying to add is a "Nominated By" field.

 

In a perfect world I would love for us to be able to add a new record, lookup a contact in the "Nominated By" field, select a name and then have it load into the Relationship section in each person's (the new record of the nominee and nominator's) record. 

 

Does anyone know how to do this? I've tried adding a new field under "LookUp." When I select contacts, it loads the nominee into the nominator's contacts. When I select Relationship, the search function only allows you to see the relation ship numbers (R-#####). 

 

Any advice would be greatly appreciated!

 

Thank you,

Jillian