different account profile for CRM 2011
Question
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Hi, I need to create different profiles depending upon the type of customer. So I have created say Customer, Partner, Vendor profile. ie. I created a custom forms.
Customer Type --> default information Form
Vendor Type --> Vendor Form
Partner Type --> Partner Form
so when a user create a new Account, they can choose one of the forms, say Vendor Information and he can fill in the vendor information. Is it possible to assign default value for relationship Type field - for each of these form?
ie. for Vendor Information form, the default value for the relationship should be "Vendor". I would also make it read-only. I have set dependent picklist value based on relationship Type field.
Is it possible to access different Account Forms from Site Map. By default, we can see Companies and Contacts under the Workplace or Sales.
Instead of companies, is it possible to display like this -
Custom ---> this will show the customer form
Partner --> this will bring up the partner screen. (in stead of default account screen).
Vendor
Contact --
