CRM 2013 online, Set default connection roles in a category. RRS feed

  • Question

  • Hi,

    This is an interesting issue.  I have 7 connection roles in one connection role category.  Say 'Category One' has following roles:

    Connection Role1, Connection Role2, Connection Role3, Connection Role4, Connection Role5, Connection Role6, Connection Role7

    Every time, I create a new connection from a subgrid, the default role set in the new connection is 'Connection Role5', but I want 'Connection Role3' to be the default role.  How would I do that?  Thanks.

    Friday, December 5, 2014 9:16 PM