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NSC | Copy the Value of the Contact Field
In a Case Record, a standard Contact field is available. However, there are instances where it needs to be replicated for approval purposes. The steps below will help us know how to create a Custom CRM Field that will replicate the standard Contact field on a Case Record.
1. Navigate to Customization > Lists, Records, & Fields > CRM Fields > New
2. Label: Enter Label
Example: Contacts
3. Type: Select List/Record
4. List/Record: Select Contact
5. Store Value: Enter Checkmark
6. Click Applies To
○ Case: Enter Checkmark
7. Click Sourcing & Filtering
○ Filter Using: Select Company
○ Compare Type: Select Equal
○ Compare to Field: Select Company
8. Click Save
Note that you can also create a CRM Field from the Case Record. On
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