Address book Sync with Parent book

Hello

We have started to implement the books and I was able to create all workflows must assign accounts and Contacts to their books requested through group transfer.

The issue I'm having is that I don't want to not create then a workflow for prospects, opportunities ect is a workflow that you can indicate if a record is modified or created Sync with Parent (account) record and assign Parent book.

I hope that there is something like that, otherwise I could be creating workflows 20 + just to get the book of the business functioning.

I,

I have 2 suggestions for you, the value of 1 join field happening the type of account on the contact record, but which cannot work if you create the contact of registration account. Or what I've done in the past, it is installed an Internet link that jumps the field type of account on the contact record but they can create contacts fromt his Internet link. Then, you hide the field on the contact page of view but make visible to you and write the workflow on this.

Guilbert
Alex

Tags: Oracle

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