I’m trying to update any given contracts module with a salesperson from the Accounts module so the proper salesperson gets credit for the sale. I can get it to work when I update the Accounts module, but I would like it to work when I update the CONTRACTS module
I attempted to use workflow with the following:
WorkFlow Module Accounts
Run always
Run on All records
Conditions
Contracts: aos_contracts Contract manager equal to Value _____________ (none)
Action
Modify record
Select Action Modify Record
Record Type Contracts : aos_contracts
“Contract Manager” Field “Sales Person Assigned”
I’ve tried all sorts of things with adding Relationship and going back and forth. Hoping for a better solution than trial and error.
Thanks in advance