Discussions
have a field on a sales record that is based on values entered on Customer record?
Hi - i'm a newb so please forgive.
I'm trying to have a field on the customer record where the user can enter multiple values - something like (just an example) the address field where you could have Shipping Address 1, Shipping Address 2, 3... Let's say we call it CustomField1.
I would then like another field on, let's say, the Sales Order. This dropDown field's values will be based on the values entered into CustomField1. So SalesOrder 1 - could ship to Shipping Address 1 and Sales Order 2 could ship to Shipping Address 2, ect...
Is this possible? I started by trying to create a new record type field on the customer record but i'm not sure how to grab the entered values to present to the user on the Sales Order.