Is there a way to create a script (or something) to pull data about a serial number (year, make, model, etc) and pull it over to the trade opportunity fields? If not should I create some type of individual record for each serial number. These are not inventory items we have. These are just serial numbers that have been thru our system at some point.

So - yes, you can script this information pulling stored info from the serial number record custom fields. Though how you map it onto your transaction I don't know. The custom record would make that quite a bit easier

Custom record being from the serialized inventory item or the sm unit record?

sm unit?

Sorry that's internal use

The custom record would contain the fields you need to know about serial numbers. Then your data within the custom record table would be 1 for each serial number.

Ok that make sense. Would it be a workflow to pull that info in?

I would expect you want ability to have more than 1 serial number on a given opportunity?

No

Yes, a workflow could pull that info in.

We use that to email a team of managers to provide a value of that particular car

You'd need a custom field on your opportunity joining to the custom record

Custom field for the serial number, or for something else

The serial number as we have discussed it is a custom record.

Ok got it!

Sure. Any competent consultant should be able to read our exchange here and have an idea of where to go - if they wouldn't come up with the idea themselves.

Fantastic. Thank you again