02/23/2017, 9:28 AM
guys, made a custom record I will refer to from Quote (Estimate). So there will be a field on Quote, which shows this record number. When in Quote edit mode, you click on small plus (quick add feature) which allows you to create new custom record (in question). I want the fields to auto populate with some values from the Quote it came from, i.e. Customer Name, Supplier Name etc ... Any clues here ?