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Hello,

 

I was wondering if there is an easy way to make the npspPrimary contact Field that is a look up field to auto populate on creation of opportunity from Account or Contact object? Or is this a case for creating a flow?

Many thanks

 

#Nonprofit User Groups

4 answers
  1. Mar 4, 2024, 8:55 PM

    Ah if you are going from related list then you can't modify the standard "new" button. You could create your own List button, Action, or a screen flow to meet this requirement. 

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