AnsweredAssumed Answered

How can I autopopulate City and State from Accounts to Opportunity?

Question asked by DOK DOK on Jul 8, 2014
Latest reply on Jul 10, 2014 by Bill Convis
I'm using CE 6.5.  

When I link an opportunity to an account, I'd like to pull in the city and state from the account into the opportunity.  Exact same functionality as what happens when you link a contact to an account.

Can you aim towards the needed modifications?  I am a Sugar beginner, and have seen all of the posts about using relate fields to autopopulate a custom field but have not been able to get it to work.

I've made no other modifications to the install.

Thanks in advance.

Outcomes