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Automatically populating values in the Account column in Easy Calendar also automatically populates values in the Account column in Batch Entry. |
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Walkthrough
Follow the below steps to automatically populate values in the Account column in Easy Calendar.
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When the Account column is configured to be automatically populated, Easy Calendar uses Second Record to Account Mapping Custom Metadata records to set the Account based on the Lookup field selected as the Second Object.
Follow the steps in Configure Second Record to Account Mapping Custom Metadata records to map Lookup fields to Account fields.
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Navigate to the Time Tracking How To & Set Up page.
In the Time Tracking Settings section, select the Autofill Account: Easy Calendar/Easy Cal. checkbox.
Click Save.
