Hi,
I'm using CRM 2011 on Rollup 10.
I'm looking to automatically populate the Opportunity form both onload (of the form) and onchange of a particular field.
So, I have a field, let's call it FieldA, which is a text field. When I enter data into this field I want to automatically populate a number of other fields if there is a match already in the database with the data that has been entered into this field. The information populated should match a pre-existing opportunity which has the same information as that contained in FieldA.
The fields I want to populate include customerid, and a number of other lookups and dropdowns (let's call these, FieldB, FieldC, FieldD, and FieldE).
What is the best/easiest way to achieve this?
Any help would be greatly appreciated.
Thanks,
Matt.