CRM On Demand - Administration (MOSC)

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How to check the account type on Opportunity record

edited May 6, 2013 9:37AM in CRM On Demand - Administration (MOSC) 4 commentsAnswered ✓
 Hi,

On our Opportunity Layout we have two accounts fields, one is the normal account field and then we have another customized field that's called "Customer Account", this field is pouplated through a selector report. My question is, that is is there a way we can display a warning or error message if user tries to Close the opportunity when the Account type of the account selected in Customer Account is Partner? I was thinking of doing this via workflow but I dont see reference to Account Type field in expression builder. I hope my question makes sense..

Thanks,

Mo

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