• Set the value of a SSA field by using a different SSA field

    Hi All I just wanted to know if it is possible to set a SSA field when selecting the first SSA field in version 7.1. I have a SSA field that is linked to company, and when the user selects the field, I want it to populate a second SSA field also…
  • Problem with company/person selection resulting from Opportunity screen customizations

    When we create an opportunity, we go to the Person field first on the opportunity screen to determine what account they are calling about. This is because one person may be associated with multiple accounts. Anyway, we modified the dropdown box you see…