Hi All,

In CRM 3.0, I would like to have Recipient field carry over from Potential
Customer field on Opportunity General tab once I create Follow Up Phone Call.
Anyone has any ideas to do that even in explaination of technique or in
coding?

Thanks,

-Toi

RE: Follow up Phone Call by Patrick

Patrick
Thu May 08 03:56:02 CDT 2008

Try looking at the relationship maps. Specifically the one from phonecall to
opportunity. You may be able to add the mapping there.

--
Patrick Verbeeten (MCPD)
Lead Developer
Aviva IT

Extended Entity and Plug-in browser:
http://www.patrickverbeeten.com/maps/CrmTool.aspx



"Toi Day" wrote:

> Hi All,
>
> In CRM 3.0, I would like to have Recipient field carry over from Potential
> Customer field on Opportunity General tab once I create Follow Up Phone Call.
> Anyone has any ideas to do that even in explaination of technique or in
> coding?
>
> Thanks,
>
> -Toi

RE: Follow up Phone Call by ToiDay

ToiDay
Thu May 08 08:33:02 CDT 2008

Pat,

Thanks very much. After mapping, I got it works.

-Toi

"Patrick" wrote:

> Try looking at the relationship maps. Specifically the one from phonecall to
> opportunity. You may be able to add the mapping there.
>
> --
> Patrick Verbeeten (MCPD)
> Lead Developer
> Aviva IT
>
> Extended Entity and Plug-in browser:
> http://www.patrickverbeeten.com/maps/CrmTool.aspx
>
>
>
> "Toi Day" wrote:
>
> > Hi All,
> >
> > In CRM 3.0, I would like to have Recipient field carry over from Potential
> > Customer field on Opportunity General tab once I create Follow Up Phone Call.
> > Anyone has any ideas to do that even in explaination of technique or in
> > coding?
> >
> > Thanks,
> >
> > -Toi

RE: Follow up Phone Call by ToiDay

ToiDay
Thu May 08 08:46:00 CDT 2008

Pat,

Sorry for last reply because it doesn't work. I could not find the way to
map between Opportunity and Phone Call and even I could not create a new
relationship between Phone Call and Opportunity from Phone Call since it's
built-in.

Do you have any ideas?

-Toi

"Patrick" wrote:

> Try looking at the relationship maps. Specifically the one from phonecall to
> opportunity. You may be able to add the mapping there.
>
> --
> Patrick Verbeeten (MCPD)
> Lead Developer
> Aviva IT
>
> Extended Entity and Plug-in browser:
> http://www.patrickverbeeten.com/maps/CrmTool.aspx
>
>
>
> "Toi Day" wrote:
>
> > Hi All,
> >
> > In CRM 3.0, I would like to have Recipient field carry over from Potential
> > Customer field on Opportunity General tab once I create Follow Up Phone Call.
> > Anyone has any ideas to do that even in explaination of technique or in
> > coding?
> >
> > Thanks,
> >
> > -Toi