Can I create a new field that will look up the Account Rating and only if Customer mark the contact as True or like similar?
Thank you!!!
3 respostas
Absolutely. You can create a custom field on Contact object like this:
- Data Type: Formula
- Return Type: Checkbox
- Formula:
TEXT(Account.Rating) = "Customer"
The checkbox will be checked if the related account's rating is customer otherwise it remains to be unchecked.
That's it.
