I have a quotes table and a dealers table. The Dealers table has all of their contact information for each specific dealer.
I also have a formula User field that is just identifying which user is logged in and displaying their name.How can I get the dealer name, address, website information from my dealers table over to my quotes table without the user clicking on anything. Right now my Formula User field does that by identifying which user is logged into but I havent been able to get any information from the dealers table specifically over. I guess im missing a way to reference which dealer record to link to on the quotes form? I want it to be a formula field if possible that way the form automatically pulls the dealer info rather than them click on anything.