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Source from Opportunity, Quote, or Customer
I have a custom record that I'd like to be able to source from an opportunity, quote, or customer. I created a custom field for each list/record and made it the parent. I can choose the custom record from a quote or customer and then the quote and/or customer information is automatically included in the new record. I can't seem to do this for opportunity. Also, if opportunity is manually selected, I want the Customer to be sourced from either the quote or opportunity (which ever one is selected). Assume I'll have to script this, since I can only source
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