Update a merged field from an agreement.

[Cheryl Lefeber]

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).

[Anubha Goel]

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

[Cheryl Lefeber]

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