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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