Trying to auto-populate a field statically

Correct. That is the purpose, but apparently you can't do that with a formula, or I'm doing something wrong.  

For understanding: An opportunity with our customers typically includes 3 types of services - Architecture, Consulting, and Project Management.

Here's the flow:
1. A Sales rep either browses to an existing contact or creates a contact
2. From that contact, clicks Add Opportunity - that part works.
3. After adding content and saving, the Internal Opportunity field contains "Customer name - Record#"
4. From the Opportunity form, they will then click "Add Quote" to initiate the first of potentially many lines
5. The expected results at this point would be that the contents of the Field "Internal Opportunity now contains the same information as in step 3.

Problem -When you click Add a Quote, the only thing it sees is the record number.
I think that I'm doing this wrong by using a formula, but I do have the relationships working already, so that's not the problem







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Wade Myers
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