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Custom entity linking to quotes and contacts RRS feed

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    Hi,

    I've added a custom entity called "Proposals", basically in our business after a quotation is accepted we do a finance proposal which enables the customer to get credit for the purchase.

    Each proposal needs to be assigned to both a contact and a quote. I've linked these using relationships and it works fine.

    However, if a contact is chosen first I need to only allow quotes to be chosen which relate to that contact.

    If a quote is chosen first I want to automatically select the contact that is related to that quote.

    Whats the best way to do this?

    Thanks

    Friday, June 4, 2010 9:47 AM

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    Hi,

    1. for filtering quote based on contact check out this link

    2. for to populate contact based on quote selected you need to write java script code which will fetch the contact details from quote and then assign it to your contact record in this script.

    Friday, June 4, 2010 12:23 PM