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Why there is company field in default contact form? RRS feed

  • Question

  • There is no company field in "Contact" form. If this contact has company, where should put it to? Or should I create a company field in the "Contact" form?

    Did I miss something here?

    Thanks,

     

    Tuesday, August 16, 2011 8:03 PM

Answers

  • Hi,

    In Dynamics CRM usually the companies created as Accounts and Contact form have a lookup field "Parent Customer" to the Accoutn record and you should import all company record sinto the Account entity and then link Contacts with the Account records


    Jehanzeb Javeed

    http://worldofdynamics.blogspot.com
    Linked-In Profile |CodePlex Profile

    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".
    • Edited by Jehanzeb.Javeed Tuesday, August 16, 2011 8:06 PM Updated
    • Proposed as answer by Jehanzeb.Javeed Tuesday, August 16, 2011 8:06 PM
    • Marked as answer by BellTownPC Tuesday, August 16, 2011 8:51 PM
    Tuesday, August 16, 2011 8:06 PM

All replies

  • Hi,

    In Dynamics CRM usually the companies created as Accounts and Contact form have a lookup field "Parent Customer" to the Accoutn record and you should import all company record sinto the Account entity and then link Contacts with the Account records


    Jehanzeb Javeed

    http://worldofdynamics.blogspot.com
    Linked-In Profile |CodePlex Profile

    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".
    • Edited by Jehanzeb.Javeed Tuesday, August 16, 2011 8:06 PM Updated
    • Proposed as answer by Jehanzeb.Javeed Tuesday, August 16, 2011 8:06 PM
    • Marked as answer by BellTownPC Tuesday, August 16, 2011 8:51 PM
    Tuesday, August 16, 2011 8:06 PM
  • Where can I find the field"Parent Customer" in the customer form?

    Thanks again!

    Tuesday, August 16, 2011 9:35 PM