I am in the contacts tab and filing out info i need it to populate the same info into the opportunities tab.
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)
Great ! Thank you so much! I have many more questions about this sugar CRM. Do you do private tutor or anything like that ?
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.
Bud Hartley | Cape Foulwind, NZ (and Oregon, USA)