Creating a Rollup Summary Field
Is it possible to have a field from one module to updated another?
For example
I would like the Account Number from the Accounts Module to equal
Account number in the Possibility Field with out rep involvement.
$(Possiblities.Account Number) = $(Accounts.Account Number)
Example 2
Is it possible to have the first close of an account saved as a
field in the account module?
$(Account.First Buy) =
GetDate(Min($(Possiblities.Close Date))