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Custom Field determines Custom form

edited Nov 22, 2019 10:25AM in CRM 4 comments

About 50% of the time, sales reps. need to generate a Custom Work Opportunity which has many form specific items.

About 50% of the time, sales reps. need a general Opportunity form.

I would like to make this easy for them so rather than have them select the form; I would like to prompt them with a custom field that then determines whether one form or the other is utilized.  Any ideas on how to get this going?

I also would like to do this with Tasks but it is less critical.

Thank you.

Aaron

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