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How can we get cascading addresses into CRM account

回答済み How can we get cascading addresses into CRM account

  • sábado, 21 de julho de 2012 01:39
     
     
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    Hello All,

    I would like to know if it is possible to get cascading addresses into CRM.

    I'm explaining myself. We have account and we would like to predefine Countries list, Provinces/States list, Cities list and Postal Codes list.

    So we have Postal Codes with relationship many to 1 to Cities with many to 1 to Provinces/States to many to 1 to Countries.

    The idea is to pick the Postal Code and see all other fields in CRM account field fill.

    I don't see how I can get this without creating on each entity the lookup of the entity parental of the one we linked. Hope this is clear.

    Thanks in advance

    Planit Canada CRM Online

     

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  • sábado, 21 de julho de 2012 12:50
     
     
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    I try just by placing multiple lookup field but nothing show up. If I place a field on each entity to transfer the value of all parentals entity what is the purpose of using database. I think I need to create a Javascript that will populate data without having to store the data again.

    Planit Canada CRM Online

     
  • sábado, 21 de julho de 2012 12:54
     
     
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    I created a postcode look solution last year. Check it out.

    http://www.mscrmshop.blogspot.com.au/2012/04/crm-2011-postcode-lookup-solution.html

    I hope this helps.

    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer". Amreek Singh Senior CRM Consultant CDC Praxa Sydney, Australia http://mscrmshop.blogspot.com http://crm2011usersettings.codeplex.com

    • Sugerido como Resposta Amreek Singh sábado, 21 de julho de 2012 12:54
    • Não Sugerido como Resposta Martin Perron sexta-feira, 27 de julho de 2012 16:40
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  • domingo, 22 de julho de 2012 20:12
     
     
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    I have used Amreeks solution before.. and its quite easy to set up..

    It does not have your "1-m" relationsships though between cities, areas and countries... its a flat file with zip code as look up value.

    If you can live with that... I can warmly "bump" Amreeks solution.

    Rune Daub Senior Consultant - Dynateam CRM http://www.xrmmanagement.com

     
  • segunda-feira, 23 de julho de 2012 13:12
     
     
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    The problem behind that is the amount of data repeated for no real reason.

    Planit Canada CRM Online

     
  • segunda-feira, 23 de julho de 2012 13:35
     
     
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    What does that mean?

    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer". Amreek Singh Senior CRM Consultant CDC Praxa Sydney, Australia http://mscrmshop.blogspot.com http://crm2011usersettings.codeplex.com

     
  • segunda-feira, 23 de julho de 2012 14:47
     
     
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    Sorry my explanation may not be clear. My natural language is French.

    The information to retrieve country and city looks like a spreadsheet of excel.

    So you determine for each postal code line what is the city and the country and so on. So the country and city can be repeated multiple time for different postal code.

    Hope I explained myself correctly.

    Also I hope I understand your system correctly.

    Planit Canada CRM Online


    • Editado Martin Perron segunda-feira, 23 de julho de 2012 17:38
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  • segunda-feira, 23 de julho de 2012 17:44
     
     
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    Let me refresh my mind and make sure everyone understand me.

    I create 4 entities.

    One is "postalcode" with many to 1 relationship with "city" that is many to 1 with "province/state" that is many to 1 with "country"

    So I place a lookup field into the account to choose the postal code and place 3 text fields to hold the info of "city","province/state","country". That I think need to be populate by javascript on the form onload and on change. By doing this I don't need to store any value on the account and also I don't need to store repeated data. I just need to get from ParentID to ID and show them.

    How this can be achieve in javascript.

    Thanks in advance.

    Planit Canada CRM Online

     
  • terça-feira, 24 de julho de 2012 12:40
     
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    You can do that if you want. But you still need to create those entities and import data into into them. What I was doing was that in most countries postcode data is available in csv format. you can download the data and put it in one table instead of puting them in different table and establish the relationship between them. One more thing I did not use any lookup on my account field. I only used the builtin fields.

    What you are thinking is doable. Good luck.

    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer". Amreek Singh Senior CRM Consultant CDC Praxa Sydney, Australia http://mscrmshop.blogspot.com http://crm2011usersettings.codeplex.com

    • Marcado como Resposta Martin Perron domingo, 26 de agosto de 2012 22:35
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