0 Replies Latest reply: Aug 7, 2012 8:27 AM by Tom_A RSS

    Creating a Picklist of Accounts

      We're in the initial implementation phase of Oracle CRM On-Demand R20 and running into some data relationship constraints. I'm trying to referrence an existing account in the Bill-to section of a new account. I'd like to have a picklist to link the existing account to the new one the way CRM does it in other areas, (For example the Read-Only Picklist over Parent Accounts.) Is there a way to create a picklist querying the existing accounts? If so please explain and is it possible that once I select the account from the picklist the address information will automatically fill in the Bill-To address fields?

      Edited by: user10762229 on Aug 6, 2012 12:02 PM

      Edited by: user10762229 on Aug 7, 2012 6:21 AM