help

I am trying to self-populate information on an account from its contact so that I don't have to double entry data and a user can quickly see key primary contact data at the account level

for example - i have a contact that is billing so in the account record - I also want to show this to make the devlelopment simple I added a lookup function so that I pick up the relative contact - I then used workflow rules to self-populate billing phone number, billing, email, etc.

I have a problem now that I used so many references to post on the account from the conatcts I get the following error:

ideally I would like just to have a checkbox on the contact record saying blling contact and at the account level it would pick up the appropriate contact - using the lookup with workflow rules is a fine workaround but I am finding out is limited.

any suggestions???

You have reached the maximum number of 5 object references on Account You must remove at least 1 relationship(s) in order to save this formula Related objects referenced in this formula: Billing_Name__r Hide References Formula Name Formula Type Related Object Reference Last Modified Date Last Modified By Account cleairng/operations fax 2 Workflow Field Update Clearing_Operations_Contact_2__r 8/12/2009 3:18 PM FSmit clearing firm email name Workflow Field Update Clearing_Firm_Contact_Name__r 8/12/2009 3:24 PM FSmit clearing firm email update Workflow Field Update Clearing_Firm_Contact_Name__r 8/13/2009 11:08 AM FSmit clearing firm phone number Workflow Field Update Clearing_Firm_Contact_Name__r 8/12/2009 3:20 PM FSmit clearing firm phone number update Workflow Field Update Clearing_Firm_Contact_Name__r 8/12/2009 3:53 PM FSmit clearing/operations phone 2 Workflow Field Update Clearing_Operations_Contact_2__r 8/12/2009 3:17 PM FSmit primary account email update Workflow Field Update Primary_Contact_Name__r 8/12/2009 11:34 AM FSmit primary account phone update Workflow Field Update Primary_Contact_Name__r 8/12/2009 2:00 PM FSmit update clearing operations 2 email Workflow Field Update Clearing_Operations_Contact_2__r 8/12/2009 3:17 PM FSmit update clearing operations fax Workflow Field Update BackOfficeContact__r 8/12/2009 3:15 PM FSmit update clearing/ooperations phone number Workflow Field Update BackOfficeContact__r 8/12/2009 3:15 PM FSmit update clearing/operations email Workflow Field Update BackOfficeContact__r 8/12/2009 3:13 PM FSmit update primary acct fax number Workflow Field Update Primary_Contact_Name__r 8/12/2009 2:16 PM FSmit update primary acct title Workflow Field Update Primary_Contact_Name__r 8/12/2009 2:16 PM FSmit update primary phone number Workflow Field Update

help

I am trying to self-populate information on an account from its contact so that I don't have to double entry data and a user can quickly see key primary contact data at the account level

for example - i have a contact that is billing so in the account record - I also want to show this to make the devlelopment simple I added a lookup function so that I pick up the relative contact - I then used workflow rules to self-populate billing phone number, billing, email, etc.

I have a problem now that I used so many references to post on the account from the conatcts I get the following error:

ideally I would like just to have a checkbox on the contact record saying blling contact and at the account level it would pick up the appropriate contact - using the lookup with workflow rules is a fine workaround but I am finding out is limited.

any suggestions???

You have reached the maximum number of 5 object references on Account You must remove at least 1 relationship(s) in order to save this formula Related objects referenced in this formula: Billing_Name__r Hide References Formula Name Formula Type Related Object Reference Last Modified Date Last Modified By Account cleairng/operations fax 2 Workflow Field Update Clearing_Operations_Contact_2__r 8/12/2009 3:18 PM FSmit clearing firm email name Workflow Field Update Clearing_Firm_Contact_Name__r 8/12/2009 3:24 PM FSmit clearing firm email update Workflow Field Update Clearing_Firm_Contact_Name__r 8/13/2009 11:08 AM FSmit clearing firm phone number Workflow Field Update Clearing_Firm_Contact_Name__r 8/12/2009 3:20 PM FSmit clearing firm phone number update Workflow Field Update Clearing_Firm_Contact_Name__r 8/12/2009 3:53 PM FSmit clearing/operations phone 2 Workflow Field Update Clearing_Operations_Contact_2__r 8/12/2009 3:17 PM FSmit primary account email update Workflow Field Update Primary_Contact_Name__r 8/12/2009 11:34 AM FSmit primary account phone update Workflow Field Update Primary_Contact_Name__r 8/12/2009 2:00 PM FSmit update clearing operations 2 email Workflow Field Update Clearing_Operations_Contact_2__r 8/12/2009 3:17 PM FSmit update clearing operations fax Workflow Field Update BackOfficeContact__r 8/12/2009 3:15 PM FSmit update clearing/ooperations phone number Workflow Field Update BackOfficeContact__r 8/12/2009 3:15 PM FSmit update clearing/operations email Workflow Field Update BackOfficeContact__r 8/12/2009 3:13 PM FSmit update primary acct fax number Workflow Field Update Primary_Contact_Name__r 8/12/2009 2:16 PM FSmit update primary acct title Workflow Field Update Primary_Contact_Name__r 8/12/2009 2:16 PM FSmit update primary phone number Workflow Field Update