Hello! :smileyvery-happy:

 

I'm trying to pass field data from one Custom Object to another in Spring '07. I've created a "Client" custom object and would like to pass field information to a "Service Agreement" custom object, when  creating a new Service Agreement through a related list. For example when I create a new "Service Agreement" from the Client object I want the Client fields "Sales Manager Name" and "Client Address" to auto-populate in the new Service Agreement record.

 

I've tried the Custom Link but cant get it to work. I don't have that much of a programming background and would greatly greatly appreciate any help or step  by step instructions :smileywink:

 

Thanks and happy Wednesday!