Hello All,
We are using ADXStudio 6.0 and CRM 2011 for creating an online shopping cart portal. By default, ADX Studio creates Quote records with logged in portal user (which is a CRM Contact) as Customer. This Quote record is than used for creating the SalesOrder. The
Quote has both Customer and Contact fields. The system requirement is to have the Quote/SalesOrder Customer as an Account. So we wrote a plugin which triggers after the Quote is created, (PostCreate) which gets the Parent Customer linked to Contact and updates
the Quote.Customer to an Account record. It also stores the portal user details in the
Quote.Contact field. In other words, we swap the Customer and Contact information. Now the strange issue that we are facing is that, after the swap, the
Quote.Customer record is displaying the Contact name though the icon displayed indicates it is an Account record. Also, clicking on the lookup value takes us to the current Account record. F12 indicates Guid is of an Account record. Please
refer the attached screenshot. I would really appreciate any fix/resolution that anyone can provide on this issue.
Thanks in advance for all your help.
