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Custom Record Customer Name
Is there a way to pull in the customer name onto a custom record that is off the opportunity record. I created a custom record that pulls the opportunity ID but I also want to pull the customer name for that opportunity. The number is nice but not very useful.
I added a custom field for customer name but I cannot figure out a way to pull in the name. The customer name field is not in any of the drop lists for sourcing.
Thanks.
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