01-25-2010 05:24 AM
Thanks everyone, but the ultimate goal is just a veiw in a tab mirroring the company layout/screen. Nothing more. In an ideal siutuation, we could have a tab in the contacts called company screen, and then just see the company screen, no changes would be allowed from her, just the ability to view the information. Is it possible to do this. Or even have the fields show up in the contact screen in a tab. Just so when we speak to clients, we can quickly look at the company info that is on the company screen.
Thanks in advance of any help.
02-11-2010 02:10 PM
02-12-2010 05:22 AM
Thanks for the kick in the pants with that. Unfortunatly this is a request from my employer, it makes zero sense why we would do this. But none the less I am going to attempt to explain to him why we should not and why it is a silly. It is something that I would not want to spend a whole lot of time on.
02-12-2010 01:46 PM
A decent workaround is to create Contact fields that match the company fields, and just link them. Then when data is updated on the contact and/or company it all pushes out, and is more or less what you want to do, it's still silly, but a lot less silly, not sure why I didn't think about that earlier =)