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Regular Contributor
lgudger
Posts: 11

Not sure how to title this question?

I have something I want to do in Salesforce and am having trouble finding a solution.  I find this problem difficult to explain well so I will do my best and hope that if you have a question or need clarification you will ask.

I have a series of names and email addresses.  These people don't really need to be contacts although I would prefer that that were.  What I need to be able to do is:

On an account detail page,
have a field where I fill in one of these peoples names and another field where their email address automatically populates.

Right now I have a lookup (contact) field where I can grab the names (they are currently all added as contacts) but then I have to save the change, click on the name, highlight the email addy and click back to fill it in.

Any thoughts on how I could create a more streamilined solution.  I am sure it is right under my nose and I am just missing some simple idea.  Or so I hope :smileyhappy:

Thanks in advance,

Lindsey
Super Contributor
Jakester
Posts: 1,063

Re: Not sure how to title this question?

How about Contact Roles? That lets you select a contact and their email address would automatically show up. Just add it as a Related List to the Account Layout Page.
Regular Contributor
lgudger
Posts: 11

Re: Not sure how to title this question?

Thanks. That makes sense.  Now is there a way to grab that email addy and add it to the additional to or cc section by creating a custom link?  Marcus explained how to do this in a recent blog post:

http://blogs.salesforce.com/support/2008/07/the-quick-email.html

This is the code I use now but with the cut and paste shortcoming that I initially explained:

location.replace('/email/author/emailauthor.jsp?retURL=/{!Account.Id}&p3_lkid={!Account.Id}&template_id=00X800000011vtp&p24={!Account.AHS_Rep_Email__c}&p4={!User.Email}&p5=');

If there is a way to call on the email from the contact role I would be golden.

Thanks,

Lindsey