Sign in
Microsoft.com
 
Microsoft
 
 
 

locked
Contacts auto populating lead info RRS feed

 > 

  • Question

  • Question
    Sign in to vote
    0
    Sign in to vote

    I have a question in regards to CRM 2011. If a new contact is created under a lead, the contact info is auto populated on the new contact form, such as address, etc.. In our organization we could have multiple contacts per lead that have different locations, and the users are complaining that they have to delete the address info that is auto populated and re-enter the correct info for the different location. 

    Does anyone know if this is possible to disable the auto population of the lead address info into the new contact creation form?

    thanks,

    Dave

    Thursday, February 19, 2015 12:05 PM

Answers

  • Question
    Sign in to vote
    0
    Sign in to vote

    Yes, you can do it. Edit the following relationship. This has mapping fields of address from Lead to Contact.

    Navigate to Settings -> Customizations -> Customize the System. Here Go to contact entity and check Relationships. Edit mapping fields in contact_originating_lead relationship.

    Jugal Kishore D


    Monday, February 23, 2015 6:42 AM

All replies

  • Question
    Sign in to vote
    0
    Sign in to vote

    Hello Dave,

    I did some research and found this blog post: http://www.develop1.net/public/post/QualifyLead-PlugIn-.aspx . You could create a plugin on QualifyLead message and empty the address values of the created contact as explained in the blog post.

    Hope this helps,

    Kind Regards

    Thursday, February 19, 2015 12:26 PM
  • Question
    Sign in to vote
    0
    Sign in to vote
    Thank you for the quick reply. Just a dumb question, but does this QualifyLead even apply if you are in a lead and then click contacts on the left hand menu and then click "Add new contact" that is when the info is auto populated.
    Thursday, February 19, 2015 12:43 PM
  • Question
    Sign in to vote
    0
    Sign in to vote

    Oh tought it happened in the background on qualify.

    For your request, isn't it possible to create a JS function on the onload of your contact form and clear the address values (didn't try it)? Don't forget to check in the onload function if the FormState = Create.

    Hope this helps,

    Kind regards

    Thursday, February 19, 2015 1:00 PM
  • Question
    Sign in to vote
    0
    Sign in to vote

    Yes, you can do it. Edit the following relationship. This has mapping fields of address from Lead to Contact.

    Navigate to Settings -> Customizations -> Customize the System. Here Go to contact entity and check Relationships. Edit mapping fields in contact_originating_lead relationship.

    Jugal Kishore D


    Monday, February 23, 2015 6:42 AM