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Adding Mobile no on Account Form header RRS feed

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    Hi,

    Need to add Mobile No of Primary Contact on ACCOUNT Header form.Since primary contact is a lookup field and there is no Mobile no. field is available for Account entity.

    Regards,

    DynCRM

    Monday, July 29, 2013 10:38 AM

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    Hi,

    On load of the account form query the primary contact for the mobile no field and add the value to a custom field placed in the header.

    NOTE:In order to set the value in the header you have to go for the document.getElementById method

    If this post answers your question, please click "Mark As Answer" on the post and "Vote as Helpful" Thank you, DT

    Monday, July 29, 2013 11:12 AM
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    There are several ways to achieve this result, the simplest one is to add a custom field inside the account entity (called for example new_primarycontactphone) and add to the header.
    After create a plugin that will update this new field every time the mobile phone number inside the contact changes.

    My blog: www.crmanswers.net

    Monday, July 29, 2013 12:25 PM