AnsweredAssumed Answered

Extracting additional fields from Portal Value list

Question asked by rjohnston on Aug 11, 2011
Latest reply on Aug 11, 2011 by philmodjunk

Title

Extracting additional fields from Portal Value list

Post

Hello, I need any input/help regarding what I thought would be a simple FM function.

As shown in the picture, I have two data bases that are linked via the "Account Number". In my

contacts Dbase is has the account number, name, email and division. In my quote Database when

I create a new record, I have it set up so that when we type in the account number, only the contacts with

the same account number appear on the drop list. Is it possible that when they have selected the relevent

contact (on the quote side) that their additional information (e.g. email and division) be extracted from

the contact dbase.

Thank-you, I look forward to your feedback.

 

complete.png

Outcomes