Hello,
we do appointments in Appointment entity. i have one new requirement witch is explained below.
In appointment entity we select the account of customer, one account will may have 10 or 15 Opportunities and we select any one of opportunities. and we have have field called descriptions we write here in details of appointment.
now my requirement is i want to create a field in Account entity called Dealer in options set - yes/no. ,
when i do any appointment and select any account , where account has Dealer - yes and then if we select any one of opportunities and write the descriptions and complete the appointment , then it should auto update the Descriptions in all other opportunities related to same account.
Example-
entity - Appointment
field Account - xyz pvt (selected account) [ in account entity we have field called Dealer and this is selected dealer type YES)
field Opportunities - xzz (selected any one Opportunities out of 10)
field Descriptions - abcdefghijklmnopqrstuvw.............
when i do complete appointment . then
this same Descriptions abcdefghijklmnopqrstuvw............. should be auto updated for remaining 9 Opportunities .
please any clue or help . need urgent basis.
thanks
amit