We are building a custom crm for a company. We have developed most things without any real issues, but we have hit a roadblock building a new function.

We would like to be able to pull information from the account module into other modules using a relate field. We would like to pull the information into some custom fields in the cases, opportunity, and a few custom modules.

For example: in the cases module we would like to select an account using the relate field. When this account is selected we would like the account information to auto populate into the custom fields.

So when the account is selected we would like the custom address fields to auto populate with the address information stored in account module.

Can someone help with this. I have searched everywhere for someone who has done this before so I could build it from what they have written, but I have not had any luck.

We are wiilling to pay someone for their work. If you are interested please reply.