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Since I can't delete it, how can I force the "fullname" field in the Lead entity to be a Lookup field and link to my Contacts? RRS feed

  • Question

  • Since I can't delete it, how can I force the "fullname" field in the Lead entity to be a Lookup field and link to my Contacts?
    Wednesday, July 13, 2016 7:50 PM

All replies

  • Hi Ruby,

    If you do not want the fullname field you can set the lastname field to be "Optional". After this you will be able to remove the fullname field from the form.

    You can then add the "Parent Contact for Lead" Contact lookup to the form (or create your own). Make this required if necessary.

    If you do not want the "fullname" (Name) field appearing blank, you can use javascript or a Business Rule to set this to be the name of the Contact lookup.

    ~ Nathan

    Wednesday, July 13, 2016 9:31 PM