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Lookup Problems

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In contacts, I have shipping address information. I would like to have that information display in the quotes forms. Created fields in quotes that lookup the relevant fields. Modified quotes form to have those fields expecting them to be auto populated based on which contact was selected. Does not happen. Am I doing something wrong or are my expectations just plain wrong?



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  • 1 month later...

great question.

So 1st step:  you have filled out fields: Address, City, Zipcode, Country etc. in contact

2nd step: Go to Admin -> X2 studio Customization tools -> manage fields and create separate field in Quotes module, give him a name and select type Custom

3rd step: enter data as follows in screenshot




After this add this field to all forms where you wanna see address and here you go,


this is the result:


Hope everything's clear!
Good luck in customization




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