CRM 2011-在案例表格上使用联系数据 [英] CRM 2011 - Using contact data on Case form
问题描述
我已经安装了CRM 2011，以查看是否可以针对我们的业务进行定制.我们进行维修，我希望能够先预订联系人(客户)，再预定一个案例，并在案例表格上打印出客户编号和地址.我所能找到的只是与案件有关的字段，而不是与客户有关的字段，关于如何选择它们的任何想法?
I've installed CRM 2011 to see if I can tailor it to our business. We do repairs, I want to be able to book in a contact (client) and then a case and have the clients number and address print on the case form. All I can find are fields relevant to the case and not client, any idea on how I can select them?
推荐答案
要将联系人中的字段获取到案件表格中，您可以-
To get fields from the contact onto the case form you could -
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在案例表单上为要从联系人移植的字段创建冗余字段，然后编辑从联系人"到案例"的关系映射以将这些字段映射到案例.
Create redundant fields on the case form for the fields that you want to port over from the contact, and then edit the mappings of the relationship from Contact to Case to map those fields to the case.
创建一个加载联系人数据的Web应用程序，然后将其添加到案例表单上的iframe中.做到这一点，以便Web应用程序在URL的查询字符串中接受案例ID，以便它可以查找相关联系人并在Web应用程序中加载其详细信息.
Create a web application that loads contact data and then add it to an iframe on the case form. Make it so that the web application accepts the case id in the query string of the URL so that it can look up the related contact and load its details within the web app.
将JScript(或2011年的HTML资源)添加到案例表单中，以即时加载联系信息.您将必须使用SOAP XML(或2011年的REST端点)消息从CRM服务中提取数据，然后才能将其注入CRM案例表单的DOM中.
Add JScript (or HTML resource in 2011) to the case form to load the contact values on the fly. You will have to use SOAP XML (or REST endpoints in 2011) messages to pull the data from the CRM service and then can inject it into the CRM case form's DOM.
选项1是最快的解决方案，但不是实时的(仅在首次创建案例时出现，并且必须与创建时的联系人相关.选项1还增加了一些数据库冗余.
Option 1 is the quickest solution but will not be realtime (only comes over when the case is first created and must be related to the contact on creation. Option 1 also adds some database redundancy.
选项2是最受支持的实时解决方案，但也需要最多的工作.
Option 2 is the most supported realtime solution, but also requires the most work.
选项3比选项2容易，但是将来的发行版可能不支持任何DOM注入.
Option 3 is easier than option 2, but any DOM injection will likely not be supported for future releases.
编辑
要使用映射选项，请转到设置">自定义">自定义系统".在左侧导航栏中展开案例"项.然后单击N:1关系并打开关系"incident_customer_contacts".这种关系将联系方式与其案例联系起来.
To use the mapping option, go to Settings > Customization > "Customize the System". Expand the Case item in the left hand navigation. Then click on N:1 relationships and open the relationship "incident_customer_contacts". This relationship connects the contact to its cases.
在关系窗口中，单击左侧导航中的映射".这可以控制从案例创建时映射到哪些字段.
On the relationship window click on "Mappings" in the left hand navigation. This controls what fields are mapped from the case when it is created.
单击新建"，然后从左侧选择要映射到右侧案例的联系人字段.对要映射的每个字段重复此操作.请注意，这些字段必须是相同的类型，并且如果它们是选项集，则它们的每个选项都必须具有相同的基础整数值.
Click new and select the contact field from the left that you want to map to the case on the right. Repeat this for each field that you want mapped. Note that the fields need to be the same types, and if they are option sets, they will have to have the same underlying integer values for each of their options.
现在，当您从联系人创建新案例(或在创建过程中设置联系人)时，字段应映射到案例上.
Now when you create a new case from a contact (or set the contact during the create), the fields should map onto the case.
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