locked
Set regarding field RRS feed

  • Question

  • Hello,

    I have to change the field "Regarding" from outlook view in CRM 2013  in order to display automatically when opening an appointment the account name and not the contact name.

    Do you have any suggestions of how to modify this?

    Thank you in advance for your response,

    Maria

    Tuesday, May 12, 2015 8:29 AM

All replies

  • You could set up a workflow that runs whenever an appointment is created. The logic would look something like:  If Regarding is Blank, and To is a Contact, then populate Regarding with the Parent Account of the Contact.

    The postings on this site are solely my own and do not represent or constitute Hitachi Solutions' positions, views, strategies or opinions.

    Tuesday, May 12, 2015 12:42 PM