Activities, Leads and the Regarding field

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  Hello Shaun,

  Try to use approach similar to following - http://mscrm4ever.blogspot.com/2009/03/displaying-lookup-with-related-entity.html

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  • Proposed as answer by The Hosk Friday, March 16, 2012 2:20 PM
  • Marked as answer by Andrii ButenkoMVP, Moderator Sunday, March 25, 2012 9:02 AM

  Friday, March 16, 2012 12:35 PM

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  If you are never using first name or last name for their "usual" purpose then perhaps write a simple workflow to copy the topic into last name on create or whenever topic changes. This in turn will populate "full name" and you will be able to see this in lookups.

  Take first name and last name off the Lead form if you are not using them.

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  Hope this helps. Adam Vero, MCT

  • Marked as answer by Andrii ButenkoMVP, Moderator Sunday, March 25, 2012 9:02 AM

  Saturday, March 17, 2012 3:50 PM