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CRM 2013 - Relationship Mapping with in-line edit RRS feed

  • Question

  • Hi All, I'm having an issue with mapping data from a quote to quote product while using the in-line edit subgrid.

    In our 2011 implementation we had various fields mapped between quote and quote product - not the least of them being the Salesperson field from the Owner field. This was a security feature to prevent change in ownership of an account changing our historic sales data in reports etc.,

    Anyway - in 2013 with the in-line edit it appears that CRM ignores the mapping of information on quote proudct line creation. If If I create a a quote product via the save and new option in the form itself, CRM 2013 kindly fills in the Salesperson etc., as expecte. However, when I use the in-line edit view to create a new quote product - it does not map any information from the quote across.

    Is this expected behaviour? Is there any workaround without ditching the in-line edit view to create a product?

    Gareth


    Tuesday, August 12, 2014 4:21 PM