Extracting additional fields from Portal Value list
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.