The title says it all. Whenever a relate field gets set or changed, map fields from that record over to the current record. Read on to learn more.
Highlevel Overview
Need to auto populate value based on the value of related field? For this requirement Auto Populate is the perfect solution. The advanced configuration tools allow you to clearly define what should happen whenever a related field value changes.
Setup is Quick and Easy
First, select the module to map.
Then, select the fields to map.
Now whenever that relate field changes the field value from the related module will copy over just as you have set it up.
To learn more about this solution go to Auto Populate Fields or search for "Auto Populate".
-
Dashlet Roles
Be explicit about which users have access to each specific dashlet. Enable or disable dashlets for certain types of users regardless of what their permissions are to that module. Gives finer control over the data available to a user from the home page dashboard.
-
Profile Scoring
Profile scores allow customer-facing teams to prioritize and pay attention to significant (potential) customers.
- Show more addons