kcallow

Auto calculation in related records

Discussion created by kcallow on Nov 30, 2018
Latest reply on Nov 30, 2018 by philmodjunk

Without using a portal;

 

I have multiple of the same customer records. I'm trying to make it when you put in information like an email it will auto populate to other like records using either there name or ID number

 

Please let me know if there is a simple fix for this. I want to create a calculation not a script.

 

Thanks

Kim

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