Sign in
Microsoft.com
 
Microsoft
 
 
 

locked
How to display parentcustomerid.name on an opportunity? RRS feed

 > 

  • Question

  • Question
    Sign in to vote
    0
    Sign in to vote

    Hi, 

    On an Opportunity we always enter a Contact in the Potential Customer (customerid) field. This Contact always has an Account. We want to display this Account on the Opportunity. What's the easiest way to achieve this? 

    We're using CRM 2011 Online. 

    Regards, Leonard

    Monday, July 1, 2013 1:02 PM

Answers

  • Question
    Sign in to vote
    0
    Sign in to vote
    An easy way would be to create a new field to hold the Account value and then create a workflow the takes the value from the Opportunity Contact's Parent Customer and places it in the new field. Obviously this will run in the background and will require the form to be refreshed before you see the change. Another way would be to use JavaScript and hook up to the OnChange event of the Customer field and retrieve the value immediately. 

    Jason Lattimer
    My Blog -  Follow me on Twitter -  LinkedIn

    Monday, July 1, 2013 1:30 PM
    Moderator

All replies

  • Question
    Sign in to vote
    0
    Sign in to vote
    An easy way would be to create a new field to hold the Account value and then create a workflow the takes the value from the Opportunity Contact's Parent Customer and places it in the new field. Obviously this will run in the background and will require the form to be refreshed before you see the change. Another way would be to use JavaScript and hook up to the OnChange event of the Customer field and retrieve the value immediately. 

    Jason Lattimer
    My Blog -  Follow me on Twitter -  LinkedIn

    Monday, July 1, 2013 1:30 PM
    Moderator
  • Question
    Sign in to vote
    0
    Sign in to vote
    Thanks! I created a new field and a workflow that updates this field! 
    Monday, July 1, 2013 3:39 PM