如何更改Dynamics CRM 2013中CustomerId字段的默认快速表单? [英] How do I change the default quick form for the CustomerId field in Dynamics CRM 2013?
问题描述
同时包含客户和联系人记录的CustomerId字段在从该类型的查找字段创建新记录时默认为联系人快速表单。
The CustomerId field that comprises both the Account and Contact records defaults to the Contact Quick Form when creating new records from a Lookup field of that type.
我如何将该字段改为默认使用帐户快速表单?
How can I get the field to instead default to the Account Quick Form?
推荐答案
我最近在一些失败的情况下也遇到了来自客户端的相同请求搜索后,我们决定将表单中的字段替换为帐户字段。即使有客户提交,默认情况下,在CRM中也有2个单独的字段来存储帐户和联系人。
I encountered the same request from a client recently and after some unsuccessful searches we decided that we replace the field on the Form with Account field. Even though there is a Customer filed, there are 2 seperate fields to store Account and Contact by default in CRM.
因此,我们只是删除/隐藏了表单上的客户字段并添加了帐户字段。填充帐户字段后,将自动填充客户字段。
Therefore we just removed/hid the customer field on the form and added the Account field. Once you populate the Account field, the customer field gets automatically populated.
希望这会有所帮助。
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