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I want 'Copy Billing' Option which is there in Accounts to be added in another modules also, Is that possible?
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Such functionality cannot be achieved without coding skills.
Create a formula or a workflow for your entity that will respond to the completion of a certain custom field (which you can call Copy Billing) and will fill in the Shipping Address. -
Can you share the code with me?Comment
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There is no tutorial to do button at the moment.
There is a tutorial to do "auto-copy" when you create a relationship though.
You can also see how it is done by convert Lead button if you know how to code.
Before you ask me, I dont know how to code
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Ok thanks esforim , i got stuck in another issue. While doing a update import. ID and Name field is there, mapped the same. But i am getting validation error in another field (Priority, Status) which is not there in the sheet neither i have mapped. Both are not required also. What may be the issue?Comment
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for good: following your problems here in the forum makes it really difficult to help. You post things multiple times, mix one problem into a thread about another problem and from your explanations it is very hard to follow to even what you want.
I recommend try to solve one problem after the other. espoCRM is a very powerfull app, with so many possibilities. Even it is not too difficult to achieve very decent solutions even if you are not a developer. Nonetheless it needs a bit learning, experimenting and you will have to acquire the necessary skills. Learning is possible by reading the documentation and from this very helpful forum (tell me a forum, where the main developer takes his time to answer and help. I don`t know any).
If you want tosearch in the forum, do it by Google, like: "espoCRM my problem etc.". You will find more solutions than with the forum search.
Have patience.Comment
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