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Cheryl Lefeber
Participant
October 15, 2015
Question

Update a merged field from an agreement.

  • October 15, 2015
  • 2 replies
  • 478 views

Hi, I want to either update a merged field on an agreement to a field on the account, or take an existing field on the account and update another when the agreement comes in Signed (based on the name).

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    2 replies

    Anubha Goel
    Anubha Goel
    Participating Frequently
    November 4, 2015

    Hi Cheryl Lefeber,

    Could you please elaborate on the same as what exactly you are trying to do.

    Let me know more on the same.

    Regards,

    Anubha

    C
    Cheryl LefeberAuthor
    Participant
    November 4, 2015

    I have a merged field on an agreement. When that agreement comes back

    signed, I want to take that merged field from the agreement and update a

    field so that can then be interfaced to our main customer ordering system

    Oracle.

    I was able to do a field update, but I'd rather have it come from the

    agreement and not a different field.

    Cheryl Lefeber | Digital Marketing/CRM | Mercury Marine | Office

    920.929.5521 | Fax 920.926.2344 | Cheryl.Lefeber@mercmarine.com

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