Skip to main content
Kevin K ha fatto una domanda in #Sales And Marketing
On our assets, we have related opportunities.  We want to have a tickbox that is ticked if the stage of the opportunity is invoiced (or negotiation and invoiced).  How/Where can we create this rule?

 

Thanks
5 risposte
  1. 2 lug 2013, 08:59
    Since each Asset will have a single Opportunity (you can't define a Master-Detail between Assets and Opps), use @Sunil's idea and create an Asset custom formula field of type 'checkbox' (Setup->Customize->Assets->Fields)
0/9000