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I was examining the New Opportunity screen and I was surprised to see that a lot of data appears to be copied from the Customer table into the Opportunity table, rather than just remaining as related and displayed via query through the relationship.

I want to make sure that I understand that this is the correct way to proceed.

For example, I am creating a report based on my table SalesOrder.  I want the report to display the CustomerName.  However, customer name is not on the SalesOrder table, it is only available through the OpportunityID.  When I look at how the New Opportunity screen is set up it appears that I need to Retrieve the CustomerName and copy it into the Opportunities table and put it in the SalesOrder table.  Is this the correct workflow?

James,

Looking at the opportunity table a lot of the data about the customer/contact is obtained through linked fields.

If you are looking for the customer name to be displayed in the SalesOrder table, you can link the Name field into the SalesOrder using Customer.

-Michael