Quantcast
Channel: CRM Development forum
Viewing all articles
Browse latest Browse all 8223

Multiple sets of same data in CRM Form

$
0
0

Hi everyone,

Is there a way to set up a set of fields like: Buyer Name, role in sale, and a few more fields that are relevant to the current opportunity. So that the user can enter this data multiple times for multiple people?

Normally I'd just use contact and associate more than 1; but the information for the buyer will change in every opportunity, for example John Doe can be the main point of contact for one sale, but only just be the purchaser for the next.


Viewing all articles
Browse latest Browse all 8223

Trending Articles



<script src="https://jsc.adskeeper.com/r/s/rssing.com.1596347.js" async> </script>