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Lead - why does it take the name of the contact instead of the company? RRS feed

  • Question

  • Hi

    When a lead is created, its "name" displayed in associated records, is always the contact name instead of the company name.

    My users do not like this ... as it is easier for them to remember the company name instead of the individuals especially when they have a lot of open leads.

    Is there a way to change that?

    Thanks

    Regards

    Silvia

    Monday, August 27, 2012 9:35 AM

Answers

  • Hi Silvia,

    Leads usually represent people - and are qualified into both an account and a contact - this is why the default value is the full name.

    You can write a plugin to change the 'fullname' attribute to your own custom value - changing the value in the Target image.

    You'll need to register your plugin on Pre-Create and Pre-Update.

     Entity lead = (Entity)localContext.PluginExecutionContext.InputParameters["Target"];
                lead["fullname"] = lead["fullname"] + "(custom)";

    The easiest way is to use the Developer Toolkit : http://mscrmshop.blogspot.co.uk/2012/01/step-by-step-plugin-tutorial-using.html

    hth,

    Scott


    Scott Durow
    Read my blog: www.develop1.net/public
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    Monday, August 27, 2012 10:24 AM
    Answerer