Friday, May 25, 2012 4:44 PM
We create a unique 3 letter acronym for each of our CRM accounts. I created a new field for this information in the account record and I have a corresponding field in the contact records. When I enter the 3 letter acronym in the appropriate field of the customer account, I would like to be able to have the same information entered into the same field in the contact records associated with the account. How do I do this?
Friday, May 25, 2012 5:13 PMAnswerer
You will need to create a simple plugin and register it when the account field changes that queries for related contacts and then updates them one by one.
You can use the Developer Toolkit to create plugins very quickly : http://msdn.microsoft.com/en-us/library/hh547400.aspx
If you are after a no-code solution, you could try North52's formula manager using the 'Save to Child Record' function. http://www.north52.com/formulamanager.html
An example of this is keeping contact address fields in sync with the account: http://www.youtube.com/watch?v=sDgjbAPnGe8
Read my blog: www.develop1.net/public
If this post answers your question, please click "Mark As Answer" on the post and "Mark as Helpful"
- Marked As Answer by Neil BensonMVP, Moderator Saturday, May 26, 2012 11:13 PM