When i input data into a field i am trying to have it auto populate the same data into another field. How can i do that? Please help.. been stuck on this

I am in the contacts tab and filing out info i need it to populate the same info into the opportunities tab.

  • Create a Text Field and set is as a Calculated Field, then select "related" and point to the module and field you want to copy.

    Bud Hartley | Cape Foulwind, NZ (and Oregon, USA)

  • Also, if the field is a drop-down, you'll want to set the calculation to get the drop-down value (instead of the drop-down designation.  Here's an example where I pull the Account Type from the Account into the Contact Record:

    getDropdownValue("record_type_list",related($accounts,"account_record_type_c"))

    Bud Hartley | Cape Foulwind, NZ (and Oregon, USA)

  • Great ! Thank you so much! I have many more questions about this sugar CRM. Do you do private tutor or anything like that ? 

  • Hi John,

    The E-Learning and Quick video sections are filled with instruction on "how to" do almost anything you might need.  The guides provide information, explanation, and examples of the Sugar functions.

    https://sugarclub.sugarcrm.com/learn

    Bud Hartley | Cape Foulwind, NZ (and Oregon, USA)