Quick Create Form CRM 2013 - (Account) RRS feed

  • Question

  • Hello,

    In the CRM 2013 when I create an opportunity record from an account record I want the Account to be defaulted to the account where I am creating the opportunity.  In the same way when I create a task it’s not regarded to the Account where I am creating the Task. Is there a work around for this to default the record I am creating to be defaulted to /regarded to/ the respective Account where we created the new record? I think is how it works in CRM 2011.

    Any idea?

    Thursday, December 5, 2013 1:22 AM

All replies

  • Hello,

    Its working like same in CRM 2013. If you are trying to create like as below :

    You could also create from record navigation bar also :

    If you are looking from quick create, You could write JS code to achieve this.

    Hope this helps. If you get answer of your question, please mark the response as an answer and vote as helpful !!!
    Vikram Singh. !!!  My Blog

    • Edited by _Vikram Thursday, December 5, 2013 1:50 AM
    • Proposed as answer by Mamatha Swamy Thursday, December 5, 2013 2:55 AM
    Thursday, December 5, 2013 1:44 AM