Tech Support > Microsoft Windows > Windows CRM > Field inheritance from account to contact
Field inheritance from account to contact
Posted by news.microsoft.com on April 30th, 2008


Hi,

I see that CRM 3.0 only inherits the main phone no. (telephone1 attribute)
from Account to a new Contact to that Account.
I cannot find the code doing that under field events, form events or view
events.
My intention is to duplicate that behavior for other fields (such as fax
no.), so does anyone know how this is done by CRM for telephone1 attribute?

Thanks
Dan


Posted by jmthibodeau@gmail.com on April 30th, 2008


Dan,

This is configured under Mapping - on the relationship between account
and contact.

Path is Customizations > Customize Entities > Account (in grid) >
Relationships (in navigation pane) > Find the relationship(s) between
account and contact and double-click > Select Mappings to view the
actual mappings between the entities.

Please keep in mind that this is only good when the related entity is
created... the fields do not remain mapped over time.

Please let me know if you have any questions.

Thanks,

Jt

Posted by Dan Antonescu on May 19th, 2008


Hi,
Thanks, it worked perfectly (only that it was the oter way, the mapping
beeing done in contact as the object inheriting from parent account).
Dan
<jmthibodeau@gmail.com> wrote in message
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