We need to list Registered Attendees on the page layout of their corresponding Opportunity. I see 2 ways to do this but have encountered a challenge with both as follows:
1) If we create a Registered Attendee lookup field on an Opportunity, the Search Dialog only includes names and not the associated event so we don't know which name to select. Can I edit the attributes of that Search Dialog?
2) If I create a formula field that returns the text value of their name, I cannot find the field listed in fields to merge into the formula editor. What is the Registered Attendees field name?
Please advise
1) If we create a Registered Attendee lookup field on an Opportunity, the Search Dialog only includes names and not the associated event so we don't know which name to select. Can I edit the attributes of that Search Dialog?
2) If I create a formula field that returns the text value of their name, I cannot find the field listed in fields to merge into the formula editor. What is the Registered Attendees field name?
Please advise
Comment