Updating Fields in 2 Modules (1 is custom module)
Hi everyone,
I have 2 modules - Clients and KPI Reporting.
Both the modules are linked by Account Name. There is a field in both the above modules.
I would like to have the field "Status" in KPI Reporting Module be updated when the "Status" field in Clients Module gets updated manually.
Status field in Clients module is a pick-list option field.
To reitrate, would like to have the "Status" field in KPI Reporting Module automatically updated when the same field in Client Modules get updated.
Tried using rules and functions. However, couldn't write the Function or script by myself.
Any assistance would be greatly appreciated.
Thanks,
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