Saving the content of a text area field into a “Contact Note” on the Contact record RRS feed

  • Question

  • I have a nvarchar text area field on a custom entity that I am using to capture comments about a person in the context of pursuing an opportunity. The field is named new_keypersoncomments.  I also have a lookup field in the same section of the custom entity that identifies the name of the Contact.  The field is named new_keyperson. On save, if the new_keypersoncomments field has been changed, I would like to copy the contents of the new_keypersoncomments into a Note on that person's Contact record. This would be a one time save each time that field has changed. Any ideas on how to accomplish this would be greatly appreciated.

    • Moved by Xiaopeng Wu Tuesday, March 8, 2011 10:20 PM Forum consolidation (From:CRM Online)
    Friday, September 17, 2010 4:16 AM