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Mapping fields from Lead to Account (qualify)

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Hello,

I'm adding some new fields to the mapping from lead to account and until this moment I've no problem. But now there is a related entity to Lead and another entity (but the same fields and the same objective) I need to map it (transfer the fields from the entity related to lead to the entity related to account or something that let me to achieve the same) or may be I must need only one entity instead of two... I don't know.

Can anybody help me, please?

Wednesday, May 30, 2012 4:24 PM

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Hi Francisco,

You cannot map to the newly created fields. Instead, Use the Visual Ribbon editor tool and create a new button with the same Name as "Qualify".

Then Follow the below link. This may be useful for you,

http://gtcrm.wordpress.com/2012/04/03/building-custom-screens-using-dialogs-and-ribbon-buttons-in-crm-2011/

You can create your own dialog and map the fields you needed.

You can create a new Dialog based on the above link and that Dialog Guid need to be provided in the JScript code.

Also you can download the Ribbon Editor tool from this link:

http://crmvisualribbonedit.codeplex.com/

Once if you call the function inside the Button You created, Webpage Dialog will be opened and and you can select your appropriate Condition.

Naren
- Edited by Naren MN Wednesday, June 6, 2012 6:08 AM
- Marked as answer by Francisco Jose Beltran Monday, December 30, 2013 3:58 PM
Thursday, May 31, 2012 12:39 PM