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Automatic assignment of Books

edited Jan 19, 2012 4:23AM in CRM On Demand - Administration (MOSC) 1 commentAnswered
Hi all.

I would like to know how to initiate a configuration that would automatically assign a Book to a particular record based on the Book assigned to a related record.

For instance, I have Account-A with Book-A assigned to it. How would it be possible to create a Contact with Account-A assigned to it, to automatically be assigned with Book-A as well (which is the same Book assigned to the Account)?

How would such behavior be attained in OCRMOD? Thanks.

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