Hi There,
I have a quick question and it may be a simple fix ?
In my Potentials form I have a field called "Client Reference", when I create a quote I want to duplicate this filed into the quote, pulling through the value from the Potential the same way it does for "Potential Name".
I have created a lookup field in my quote form and pointed the lookup field to the "Potentials" form and the field, however it does not automatically pull in the correct reference number.
In addition if I click on the symbol to lookup it states "Potential name lookup" even though I set the field to pull the data from the "Client Reference" field.
Am I doing something wrong here, can I set-up a lookup field in my Quotes form to automatically pull in the data I require from the Potentials form ?
Kind Regards
Matt