Mar 07, 2023 08:06 AM
Hi All,
Hope someone can help!
In our base we have multiple Proposals (in one table) linked to each single Sales Opportunity (in another table).
I would like the proposal's naming convention to be "{Sales Opportunity} - Proposal 1", with any further Proposals linked to the same Sales Opp named Proposal 2, 3, etc. (ie not using an Autonumber field that simply counts all records in a table). Ideally the number will not change if an earlier Proposal is deleted (but not the end of the world if so).
Is anyone aware of a way to do this besides manually?
Many thanks!
Solved! Go to Solution.
Mar 07, 2023 08:38 AM
Mar 07, 2023 08:38 AM