Hello Kristi,
Let's say that the field in question is Name. Then you would do it like this (Settings >> Configure >> Customer >> New Workflow Rule):
I hope this helps.
Roland
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Copying the data in one field to another field on different tabs
I have two custom fields that are used on the Customer tab. I want to include this same information on the Projects tab. How can I update the Customer tab and have that data automatically update on the Projects tab?
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