Share a field between modules

Hi,

I have a field on the accounts module. I want to also add that fields on the opps module and ensure that the value on the account for that field = the value of the opp for that field AND any time the account field is updated the opps field also updates automatically.

Is this possible?

Thanks

Geraldine

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0 Francesca Shiekh over 1 year ago

You can add a calculated field on Opportunities and populate it with the related Account field.

See this example:

support.sugarcrm.com/.../

FrancescaS
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0 Geraldine Hunt over 1 year ago in reply to Francesca Shiekh

Thanks for this. Unfortunately the accounts field is a dropdown - when I try to add it as calulated field on the opps module, calculated field is not an option.

Thanks

Geraldine
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0 Geraldine Hunt over 1 year ago in reply to Francesca Shiekh

Thanks for this. Unfortunately the accounts field is a dropdown - when I try to add it as calulated field on the opps module, calculated field is not an option.

Thanks

Geraldine
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