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Placing default Parent Account Fields onto the Contact Form RRS feed

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    Hi All,

    I need to be able to place the "Annual Revenue" and "No. of Employees" fields onto the Contact form from the associated Parent Account entry.  Of course, when I pull up the Field Explorer while customizing the Contact form, I don't have these fields available by default.

    Can anyone tell me what might be involved in doing this?  I hate to say it, but I've not not done any real programming in many years now, so whipping up some code or script on my own isn't really going to be an option for me.  However, if that's the only way, I'd at least like to know.

    Thank you in advance for any assistance you could provide!

    -Michael

    Monday, September 2, 2013 5:16 PM

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    If the purpose of having these fields on the form is informational only then, you could try this tool http://crm2011lookuppreview.codeplex.com/. It gives a preview of the Parent Account information.

    If my response helps you in finding your answer then please click 'Mark as Answer' and 'Vote as Helpful'

    Tuesday, September 3, 2013 7:33 AM
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    Hi,

    The question is: when do you want to place these fields on the contact form? Only on the creation of the contact? If so, you could use the mappings available on the relationship of the account and contact. This would be updated only on the create of the contact, hence, if the fields will change on the account it would not be copied to the contact. To copy the fields on the update of the fields on the account, you could use a distributed workflow. Using this tool you could distribute a workflow on all contacts of an account to update the fields on the contacts. Remember to activate the workflow and then make the fields on the contact read only to prevent users from updating them directly on the contact (this helps the workflow works).

    As you see you could do this requirement without any coding! :)


    My Weblog | My Website

    Tuesday, September 3, 2013 8:24 AM
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    Displaying it on the form will require code however you can display the fields in a contact view without needing code.

    Paul

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    Monday, September 2, 2013 8:12 PM
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    If the purpose of having these fields on the form is informational only then, you could try this tool http://crm2011lookuppreview.codeplex.com/. It gives a preview of the Parent Account information.

    If my response helps you in finding your answer then please click 'Mark as Answer' and 'Vote as Helpful'

    Tuesday, September 3, 2013 7:33 AM
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    Hi,

    The question is: when do you want to place these fields on the contact form? Only on the creation of the contact? If so, you could use the mappings available on the relationship of the account and contact. This would be updated only on the create of the contact, hence, if the fields will change on the account it would not be copied to the contact. To copy the fields on the update of the fields on the account, you could use a distributed workflow. Using this tool you could distribute a workflow on all contacts of an account to update the fields on the contacts. Remember to activate the workflow and then make the fields on the contact read only to prevent users from updating them directly on the contact (this helps the workflow works).

    As you see you could do this requirement without any coding! :)


    My Weblog | My Website

    Tuesday, September 3, 2013 8:24 AM
    Moderator