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How to prevent adding contacts as customer for cases in CRM? RRS feed

  • Question

  • Hello There,

    I would like to prevent adding contacts as customer for cases and opportunities.

    I found some posts online but they are not working for me.

    Anyone has a fix for it, can you please forward it to me?

    Thanks

    Friday, March 3, 2017 4:34 PM

All replies

  • What's the requirement your want to achieve, you mean on the form of Case/Opportunities, and what kind of option you have tried?


    Michael Ma

    Monday, March 6, 2017 3:31 PM
  • Hi,

    Try following:

    1.        Change the field requirement of the Customer field to Optional. Then hide the field from the Case Form.
    2.        Create a N:1 relationship with Account entity and add the Account lookup onto the Case Form. Change the label as Customer.
    3.        Now create either a plugin or a workflow to copy the Account you select for the new lookup field to the original Customer field in the background whenever a Case is created or updated.
    4.        Follow the same pattern for Opportunity as well.

    Thanks


    Sachith Chandrasiri

    Wednesday, March 8, 2017 5:16 AM