05-27-2009 11:32 AM
Is there a way to have a field in a contact that uses a dynamic dropdown list?
I have a field called "Bank", using a standard dropdown list. I would like to then choose which loan officer is assigned to the contact I am entering, so I would like to have a field called "loan officer", that has the choices I have entered elsewhere. e.g. if the bank first national has three loan officers "A", "B", and "C", I would like the dropdown to offer "A", "B", and "C" as the choices in the current contact that I am entering. For all you excel users out there, I am looking for something similar to the @vlookup function. Any thoughts.
06-02-2009 11:21 AM