I need to create an organization tree,(sub accounts under accounts
such as Dept of A -> Dept 1a -> Dept 1b -> Dept 1c

When a user clicks on the LookUp field on the Customer/Departmen
field on the Opportunity form, the user should be able to go down th
tree and select Dept 1c instead of just being able to select Dep
of A - so I want the sub account to show up and be selected instea
of just the parent account

Any suggestions on how to do this
Thanks!

when you use lookup fields for accounts or customers it gets you a list one
level deep. The system will not present you with sub accounts when you click
on the top level account etc. In order to get this to work you would have to
change a lot of functionality in crm which will not happen.

You may need to look at a custom crm addin to give you some of the
functionality you need.


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