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CRM 2011 Account/Contact Connections - Save and New option RRS feed

  • Question

  • CRM 2011 - In the "Connection:New window" there is a new option "Save and New". 

    If I arrive at this windows from an account (eg ABC Company) or a contact, the name of the account (eg ABC Company) or contact is displayed in the window as the entity to make a connection from.  I enter the new connection details (Name and As this Role).  Then I select "Save and New".  This saves the record, BUT I no longer have the link to the originating account (eg ABC Company) or contact.

    Is this expected behaviour.  We would have thought it would have remembered the from entity.

     

    Monday, October 3, 2011 11:21 PM

Answers

  • Yes it is the expected behaviour. It should not be there.

    When you create a record from the parent entity, It fill up parentid field or any other field based on the field mappings setup in the relationship. when you click save and new. It saves the first record but as the new record is not opened from the parent window, it loose the parent context and hence you can't see a link to the parent entity.

    The other thing you can do is customise the connection form to add "from" field to the form or Disable the save and new button on the ribbon. Here is link to disable ad hiding existing button. 

    http://mscrmshop.blogspot.com/2011/08/enabledisable-out-of-box-buttons-based.html

    http://mscrmshop.blogspot.com/2011/07/step-by-step-hiding-add-existing-button.html

    It is bug for sure. You should log it microsoft using microsoft connect

    I hope this helps.

     


    Amreek singh Senior CRM Consultant CDC Praxa Sydney,Australia http://mscrmshop.blogspot.com/
    Monday, October 3, 2011 11:51 PM