Custom Entitiy - how to relate Contacts to the Account

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  • tayling
    Member
    • Apr 2023
    • 64

    #1

    Custom Entitiy - how to relate Contacts to the Account

    Hi
    I have created a custom entity to collect extra information and documents related to an account. I need to have a CONTACT field that I would like to show only the contacts for the entered Account when the dropdown for the Contact field is used. I would also like the Address and Phone details of contact to be auto filled. Any hints on how to achieve this woud be gratefully received.
    Thanks for reading
    Regards
    Tony
  • esforim
    Active Community Member
    • Jan 2020
    • 2218

    #2
    For autofill there is 2 method, one required coding which can be difficult and hard.

    Personally I go and recommend using Formula method. You can check out this thread that may be useful: https://github.com/o-data/EspoCRM-Le...nd-Design/wiki

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