Potential Mgt. Account - Added and can't remove best workaround? (Opportunity form) RRS feed

  • Question

  • The potential management account starts off hidden from the opportunity form.


    If you add it to the form, then you can't take it off.  It says it is a 'managed solution.'  You can leave it off but you can't take it off.


    What is the best workaround?  Ideally I don't want to have to export  a solution and modify, then reimport a solution to fix it but I will if I have to.  Is there an easier way?


    Also, is there a javascript or process that syncs the potential management account with the parent account live before saving.   That's a potential workaround if all else fails.  Can you show me the code / steps?


    Wednesday, July 9, 2014 2:26 PM