We turned off the ability to create opportunities from contacts because when
the opp is created, the account (or customer) field is populated with the
contact name instead of the actual account name. This causes problems
downstream with some of our workflows (especially if users don't remember to
change this to the right value). Is there a way to not have the account name
populate with the contact name so we can turn this functionality back on?

Thanks.
--
BC

Hi Brenda,

There can be two options,
A simple one is that you put a check in onSave event to look for the type of
the record in lookup. If it's contact than alert a prompt and return back
false.
http://msdn.microsoft.com/en-us/library/bb928151.aspx

The other option is to write a webserive and use it in onload and onchange
event of lookup to fetch the account of the contact and then auto populate
the lookup.
http://msdn.microsoft.com/en-us/library/cc677066.aspx

--
uMar Khan :: MS CRM MVP
CRM Freelance Consultant
Email :: imumar at gmail dot com
Blog :: http://umarkhan.wordpress.com
MVP :: https://mvp.support.microsoft.com/de...file/umar.khan


"Brenda" wrote: