Copying the parent field values in the related record
Hi Team,
Is there any way of copying parent field values into child records...for example:
On create of potentials under an account, many field values in potential record are similar to Account record and we would like to reduce manual typing.
I am aware that this can be possible via custom functions but only on save/edit of a record.
Is there any customization which can be done so that the new potential form (i.e on New) under an account will have these field values pre-populated ?
Regards,
Adithya