Quantcast
Channel: Microsoft Dynamics CRM Forum - Recent Threads
Viewing all articles
Browse latest Browse all 46379

Potential Customer Lookup in Quote

$
0
0

Currently when you press the +New button from the Potential Customer lookup, the default action is it opens the Contact Quick Create Form, this behaviour might not be suitable for most businesses, especially the ones which provides services to Corporate Account only.

How can we change this CRM behaviour to create Account instead of Contact in a simple way. This Potential Customer lookup is a party list, mapped to Account and Contact.

Any suggestions?


Viewing all articles
Browse latest Browse all 46379

Trending Articles



<script src="https://jsc.adskeeper.com/r/s/rssing.com.1596347.js" async> </script>