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,


    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.

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    Tuesday, May 12, 2015 12:42 PM