Here is my situation.

We have an account.  That has a job site (custom object).  That job site has products installed(custom object).


Job Site is linked to Account via lookup on Account.  Products Installed is linked to JobSite via lookup on Job Site.

This all works fine.

There are 2 things.

First, I would like to make some custom buttons on Job Site and Products Installed.

On Job Site Page

I need a button to go back to Account (to that account)

I need a button to add a New Job Site (for that account).

On Products Installed

I need a button to go back to Job Site (that job site)
I need a button to go back to Account (that account)
I need a button to Add New Products (for that job site)

I don't know what the code should be to open pages and I don't know how to 'pass' information.

Second.   I would like to display the Account name on the job site page.  I tried a lookup on account, but somehow that connection is lost.  How do I get job site to pass that info to Products Installed?

Any guidance you can give would be much appreciated.

Thanks,
Sandy

I created a field called type in Leads and I would like to map it to the existing field Account.Type.  However, this is not an option.  Any way around this?

 

I can map fields that I have created in Leads to Accounts.

 

Thanks,

Sandy