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CRM 2013 Task to Opportunity convert form fields RRS feed

  • Question

  • Is there a was to change or at least map the field "Customer" in the convert form?

    My users already are required to populate a custom account field in the Task form so having to select the customer account again when converting is redundant.

    CRM On-premise.

    Thank you -

    Torry





    • Edited by Torry D Thursday, August 27, 2015 2:57 PM
    Thursday, August 20, 2015 9:14 PM