Copiar campos de oportunidad a cuenta
Buenas,
Estamos configurando el modulo de oportunidades, y necesitamos una cosa que no sabemos si se puede hacer.
El caso, es que al rellenar la oportunidad, cuando se aprueba el presupuesto, hay varios campos a rellenar obligatoriamente para poder continuar, eso ya lo tenemos automatizado, no hay problema.
El problema viene en que se han de rellenar campos que si que son parte de la oportunidad ( material a instalar....etc...) pero hay un par de campos que son parte de la cuenta del cliente ( Cif y cuenta bancaria ).
No podemos automatizar que al aprobar le pida los campos de la cuenta, solo le pide campos de oportunidad, por tanto, hay alguna forma de duplicar dichos campos en la oportunidad y que al rellenarlos se copien en la cuenta?
gracias
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