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Lookup in contact field

New Member
Posts: 1
Country: United States

Lookup in contact field

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.

Regards,

JJ

Moderator
Posts: 4,395
Country: USA

Re: Lookup in contact field

This cannot be done without using an addon product.  I know there is an existing addon that will provide this feature but I cannot find it.  Here are a couple addon sites for you to search in case I'm overlooking it.

 

www.act.com/addons

www.actaddons.com