Tech Support > Microsoft Windows > Windows CRM > Notes from leads to accounts ?
Notes from leads to accounts ?
Posted by Help needed on April 16th, 2007


I have a customer asking if it is possible to get notes from a lead to show
on the account created from the lead to have the whole history.

Jack


Posted by uMar Khan on April 16th, 2007


Hi,
You need to use callouts for this purpose. CRM built in facility of Mapping
will not work for notes.

You may contact me directly at my email address if you need any MS CRM help.
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uMar Khan
Email for direct contact: imumar at gmail dot com


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