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Account data on contact form

Question
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I'm trying to show Account custom fields on their associated contact forms. kind of like a subform type functionality. can someone provide guidance on this?
Thanks
Monday, October 1, 2012 9:23 PM
Answers
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Hi,
You can use 1:N relationship. Create fields that you want to display on contacts and they should be similar to Accounts field. ie) if the field is integer on Accounts form, then create similar field on contacts form.
Then go to customisations--->customize the system
Click on Entities---> Select Account--->1:N Realationships.
YOu can find Primary Entity as Account and Related Entity as Contact. Open it by double click.
Choose Mappings and create New mapping.
Choose Source entity fields and choose the rfield that you want to display the result on contacts form. Then click 'ok'.
Do it one by one for the fields that you want to show accounts field information. Please make sure that the fields on Contact form are in read only mode(you can change it by opening the field properties by double clicking on the field).
Venkat
- Proposed as answer by Venkat1986 Tuesday, October 2, 2012 12:45 AM
- Marked as answer by JLattimerMVP, Moderator Sunday, December 23, 2012 11:48 PM
Tuesday, October 2, 2012 12:28 AM
All replies
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Hi,
You can use 1:N relationship. Create fields that you want to display on contacts and they should be similar to Accounts field. ie) if the field is integer on Accounts form, then create similar field on contacts form.
Then go to customisations--->customize the system
Click on Entities---> Select Account--->1:N Realationships.
YOu can find Primary Entity as Account and Related Entity as Contact. Open it by double click.
Choose Mappings and create New mapping.
Choose Source entity fields and choose the rfield that you want to display the result on contacts form. Then click 'ok'.
Do it one by one for the fields that you want to show accounts field information. Please make sure that the fields on Contact form are in read only mode(you can change it by opening the field properties by double clicking on the field).
Venkat
- Proposed as answer by Venkat1986 Tuesday, October 2, 2012 12:45 AM
- Marked as answer by JLattimerMVP, Moderator Sunday, December 23, 2012 11:48 PM
Tuesday, October 2, 2012 12:28 AM -
Thank you for reply. so does this just 'duplicate' the data from the account to the contact field? Doesn't this cause a lot of redundent data if it is just copied?
if I already have the fields populated on the Accounts form will this automatically populate to the existing Contacts?
Again Thank you for the help!
Tuesday, October 2, 2012 3:07 PM -
For example, say you get populated information of Email address on Accounts form from contacts form. This means you are displaying data of contact form to other entities. So if you want to show the same data on some other entity(like opportunity, contract etc) then you have to create 1:N mappings from Contacts. Here Contacts form is the primary entity which has the field. So you create map under Contacts entity.
I hope you got I meant to say.
Venkat
- Edited by Venkat1986 Wednesday, October 3, 2012 7:29 AM
Wednesday, October 3, 2012 7:28 AM -
Thank you.
How do I show all activiities from associated contacts on the accounting form?
I think I understand showing contacts on the acct form but need to drill down to show all activities on the main account form.
Again thanks for help.
Thursday, October 4, 2012 10:05 PM -
Thank you.
How do I show all activiities from associated contacts on the accounting form?
I think I understand showing contacts on the acct form but need to drill down to show all activities on the main account form.
Again thanks for help.
Friday, October 5, 2012 1:10 PM -
Hi Jims
Sorry for the late reply.
If I am right, you should be to see all the activities on the accounts form activity tab. I don't think you have to change anything as the activity is related to the account.
Regards,
Venkat- Edited by Venkat1986 Thursday, October 18, 2012 12:58 AM
- Proposed as answer by Rob BoyersEditor Saturday, October 27, 2012 8:31 AM
Thursday, October 18, 2012 12:58 AM -
If you don't wish to duplicate data, you could look at adding a html web resource within the contact form header and use jscript to pull information from the parent record.
There's also a neat tool on codeplex that might help you here http://crm2011lookuppreview.codeplex.com/
Also, as Venkat says, you will see all activities belonging to child contacts when looking at the parent account form as long as you use the 'related regarding' filter within the activities navigation pane.
Rob
Microsoft Certified Technology Specialist (CRM) GAP Consulting Ltd Microsoft Community Contributor Award 2011
- Proposed as answer by Rob BoyersEditor Saturday, October 27, 2012 8:31 AM
Saturday, October 27, 2012 8:31 AMAnswerer