Comments on: CRM 4.0 Workflow: Setting the Primary Contact's Parent Customer http://blogs.infinite-x.net/2008/01/21/crm-40-workflow-setting-the-primary-contacts-parent-customer/ Knowledge found and lost while working with Microsoft CRM Fri, 05 Dec 2008 02:47:38 +0000 http://wordpress.org/?v=2.6.1 By: mitch http://blogs.infinite-x.net/2008/01/21/crm-40-workflow-setting-the-primary-contacts-parent-customer/#comment-1125 mitch Sat, 12 Jul 2008 15:49:14 +0000 http://blogs.infinite-x.net/2008/01/21/crm-40-workflow-setting-the-primary-contacts-parent-customer/#comment-1125 If you create a contact, by having the parent acount open, selecting contacts, then clicking the new button, any fields that are mapped from the Account to Contact will automatically populate. If you just open Contacts from the main CRM navigation, then click the new button, this process does not occur. If you create a contact, by having the parent acount open, selecting contacts, then clicking the new button, any fields that are mapped from the Account to Contact will automatically populate.

If you just open Contacts from the main CRM navigation, then click the new button, this process does not occur.

]]> By: Alex http://blogs.infinite-x.net/2008/01/21/crm-40-workflow-setting-the-primary-contacts-parent-customer/#comment-1110 Alex Fri, 04 Jul 2008 07:30:06 +0000 http://blogs.infinite-x.net/2008/01/21/crm-40-workflow-setting-the-primary-contacts-parent-customer/#comment-1110 Is there a way in CRM 4.0 to automatically populate the contact address, phone and fax details with the details from the parent account. I want to do this not just for future records, but also for exisiting contact records. Is there a way in CRM 4.0 to automatically populate the contact address, phone and fax details with the details from the parent account. I want to do this not just for future records, but also for exisiting contact records.

]]> By: Stacy http://blogs.infinite-x.net/2008/01/21/crm-40-workflow-setting-the-primary-contacts-parent-customer/#comment-1068 Stacy Thu, 26 Jun 2008 19:30:21 +0000 http://blogs.infinite-x.net/2008/01/21/crm-40-workflow-setting-the-primary-contacts-parent-customer/#comment-1068 I got this to work and it is fantastic. I got this to work and it is fantastic.

]]> By: Sheela http://blogs.infinite-x.net/2008/01/21/crm-40-workflow-setting-the-primary-contacts-parent-customer/#comment-812 Sheela Tue, 20 May 2008 11:51:44 +0000 http://blogs.infinite-x.net/2008/01/21/crm-40-workflow-setting-the-primary-contacts-parent-customer/#comment-812 Hello, Thanks a lot for the example. It helped me a lot. Cheers Sheela Hello,

Thanks a lot for the example.

It helped me a lot.

Cheers

Sheela

]]> By: Srinath N S http://blogs.infinite-x.net/2008/01/21/crm-40-workflow-setting-the-primary-contacts-parent-customer/#comment-701 Srinath N S Thu, 27 Mar 2008 12:37:05 +0000 http://blogs.infinite-x.net/2008/01/21/crm-40-workflow-setting-the-primary-contacts-parent-customer/#comment-701 Hi , the above written piece of information was really useful to me. I followed each & every step written here, but the wrokflow is not working, i.e. when i create an account & update is primary contact, the primary contact's parent customer is not being pointed to the contact. Where I might have gone wrong..Can you please help in this matter..? Hi , the above written piece of information was really useful to me. I followed each & every step written here, but the wrokflow is not working, i.e. when i create an account & update is primary contact, the primary contact's parent customer is not being pointed to the contact. Where I might have gone wrong..Can you please help in this matter..?

]]> By: Srinath N S http://blogs.infinite-x.net/2008/01/21/crm-40-workflow-setting-the-primary-contacts-parent-customer/#comment-700 Srinath N S Thu, 27 Mar 2008 12:36:24 +0000 http://blogs.infinite-x.net/2008/01/21/crm-40-workflow-setting-the-primary-contacts-parent-customer/#comment-700 Hi , the above written piece of information was really useful to me. I followed each & every step written here, but the wrokflow is not working, i.e. when i creat an account & update is primary contact, the primary contact's parent customer is not being pointed to the contact. Where I might have gone wrong..Can you please help in this matter..? Hi , the above written piece of information was really useful to me. I followed each & every step written here, but the wrokflow is not working, i.e. when i creat an account & update is primary contact, the primary contact's parent customer is not being pointed to the contact. Where I might have gone wrong..Can you please help in this matter..?

]]> By: Srinath N S http://blogs.infinite-x.net/2008/01/21/crm-40-workflow-setting-the-primary-contacts-parent-customer/#comment-699 Srinath N S Thu, 27 Mar 2008 12:33:14 +0000 http://blogs.infinite-x.net/2008/01/21/crm-40-workflow-setting-the-primary-contacts-parent-customer/#comment-699 HI.. this piece of information was really usefull for me.. I followed each & every step written in te above Blog, but the workflow is not working i.e when i creat an account & set its primary contact, the contact's parent customer is not being pointed to the Account. what might have gone wrong., could you please help?? Thanks.. HI.. this piece of information was really usefull for me.. I followed each & every step written in te above Blog, but the workflow is not working i.e when i creat an account & set its primary contact, the contact's parent customer is not being pointed to the Account. what might have gone wrong., could you please help??
Thanks..

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