Automatic selection of "key fields" dropdown depending on a user defined field
At the moment you need to manually select from the key feilds drop down, there is no option to have this selection automatic. Please add a user defined field which switches the key field based on the selection?
25
votes
Ryan CRMHELPDESK
shared this idea
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Jin Yu commented
Thank you for the suggestion. We have heard similar requests that link Key Fields with opportunity stages.
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Nelia Roberts commented
I have a client here in South Africa, with the exact same request today.
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Malik Naipal commented
This could also be linked to the category field, so that whena category of address book entry, opportunity or case is selected, a specific list of key fields is automatically made available to be populated as well.