Syncing Fields Between Accounts AND Deals
Please don't email me, I will check this thread for updates daily.
I have a custom set of 10 fields (CFSET) in my account pages and deals pages. I want to fill them out on accounts pages per each, then when I make a new deal in an account, I want to copy all the data from CFSET in accounts to the CFSET in the deal. BUT sometimes I may want to change a field's data in the DEAL, if that happens I want it to update in the Accoutn CFSET, and the CFSET of all the deals for that account.
a. use a function to run a script that will check on save of account and deals if CFSET changes and update the account an other deals accordingly
b. can you create a custom module and link them to the account name and show the custom module's info in many places. ie. all deals for that account and the account itself. The key is it needs to be updated and saved from anywhere it is visible (acct page or deal page).
Any ideas how to structure this or code the syncing?