How to add linked fields to quote form

Collapse
X
 
  • Time
  • Show
Clear All
new posts

  • tanya
    replied
    Hi
    Last edited by tanya; 04-26-2017, 01:14 PM.

    Leave a comment:


  • robertf
    started a topic How to add linked fields to quote form

    How to add linked fields to quote form

    Can you provide guidance to add these fields to the quote form. I don't see how I can create a "link" type field in the Entity Manager nor display some of the fields in the Display Manager.

    BillingContact - would pull in the billingContact from the account record.
    Email Address - linked to the Contacts, so it's a selection list of contact's email addresses for the account.
    Prepared by - linked to the Contacts, so it's a selection list of contacts for the account.

    Many thanks,
    Robert
Working...