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Topics#Data ManagementPregunta de Scott Stein
Scott Stein ha preguntado en #Data Management
20 may 2011, 12:07

Replication of data - same field in both accounts and contacts.

How can i have a field in account that also displays in contacts?  If my Contact changes companies I would want the data to stay with the account as it is "company" info and not "Person" info.

 

My team works from the contact screen most of the time?

 

Thanks in advance.  I spent 20 minutes searching for an answere without any reasonable results.  have a Great day -

 

Scott, Princeton, NJ
2 respuestas
  1. Jared Miller (10K Advisors)
    20 may 2011, 12:23
    Scott, 

     

    No problem. All you will need to do is create a formula field on the contact and pull in the account field.

     

    You will create a formula field with the data type of text (or whatever the data format from the account field is) in. Then you can use the insert field button to find the account field you want to add.

     

    It should have the format of Object.field - example the SIC code on the Account = Account.Sic

     

    If you can tell us what field you want to see and the type, we can probably help out more.

     

    Jared
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