locked
CRM 2011 RRS feed

  • Question

  • Hello All,

    This is Abhijeet Katigar from India.I am CRM consultant and having hardly 3 to 4 months experience.Actually i am facing problem with my current CRM 2011.

    Scenario-

    In my CRM there are two entities "Account" and "Leads". I removed First Name and Last Name from leads and add one field in Contact entity as "Company Name"  and mapped relation between Lead's Company Name and Contact's Company Name.

    When i am creating activity for specific contact, on activity form we added two fields as "Contact" which takes contact person and "Regarding Lead" which takes leads company name,but while selecting leads name that time it takes internal field of name "Name".

    In CRM 2011 is there any way to change internal mappings ?

    Please help  me out and thanks in advance.

    Waiting for your valuable suggestions.

    Thanks and Regards

    Abhijeet Katigar

    Monday, February 17, 2014 9:34 AM

All replies

  • Hi,

    each entity has primary field defined, so whenever you create a relation between two entity it shows the primary name in the look up field.

    so, in your case, if you wish to show the field in the look up, with the company name other than primary field then you need to write the script which will show the "company name"  and not the "Fullname (lead)".

    you can refer the below link for you assistance

    1. http://mscrm4ever.blogspot.in/2009/03/displaying-lookup-with-related-entity.html

    2. http://www.renauddumont.be/post/2011/09/14/CRM-2011-Modify-the-display-of-a-lookup-field-part-12


    If this post answers your question, please click "Mark As Answer" on the post and "Mark as Helpful"

    Thank & regards!

    Subhash



    Monday, February 17, 2014 10:37 AM