October 6, 2008 04:30pm pdt

1. Biffster007 52,100
2. GLCompu... 27,050
3. bmosoftw... 26,100
4. jd_wight 20,750
5. WilyGuy 19,480
6. TechSoEasy 8,450
7. preitmeyer 5,750
8. rfgkev 3,200
8. Maxi84 3,200
10. pauldesat... 3,175
11. tshel 3,000
12. TommyTupa 2,750
13. ranhell 2,600
14. tedbilly 2,500
15. cogitate4u 2,000
15. Robbie_L... 2,000
15. mwecom... 2,000
15. schwertner 2,000
15. BlueDevilF... 2,000
15. mass2612 2,000
15. epohl 2,000
15. bsmith80 2,000
15. myfootsm... 2,000
15. jimgserious 2,000
15. hielo 2,000
15. JRaster 2,000
15. magnakuz 2,000
15. haim96 2,000
15. techhealth 2,000
15. lwolfenst... 2,000
15. esquivelp 2,000
15. souseran 2,000
15. AtiaSoluti... 2,000
15. GaryStev... 2,000

1. TechSoEasy 148,286
2. TommyTupa 76,979
3. preitmeyer 63,185
4. dstanley9 60,970
5. Biffster007 56,350
6. Redwulf... 51,822
7. GLCompu... 48,794
8. SStroz 48,057
9. rfgkev 34,850
10. tbojoe 26,214
11. bmosoftw... 26,100
12. rama_kri... 26,008
13. TheACTD... 23,975
14. jd_wight 20,750
15. WilyGuy 19,480
16. nathan_r... 15,048
17. dtripp7 14,972
18. Optevia 14,375
19. Dodgster 14,000
20. Kevin3NF 12,050
21. juanfermin 8,214
22. dsteinsch... 7,632
23. dougcast... 6,600
24. turn123 5,000
24. ck_damu 5,000
24. techhealth 5,000

05.18.2008 at 05:02AM PDT, ID: 23411747

	[x] Attachment Details

CRM 4 - N:1 relationship attribute mapping

Asked by kieran_b in CRM Software, Microsoft Applications, Microsoft Dynamics

Tags: CRM 4, relationship, attribute mapping

Hi all,

I am relatively new to CRM relationships, but am convinced I made this work in 3 and I can't figure it out.

I have accounts and contacts - each account references 2 of its contacts on the main form as shown in the image.

For this account, I have a contacts section - basically the owner "R" on the left, and the contact "S" on the right - I can get this to map and work without a problem, BUT, underneath the name for "S" I want it to automatically pull her phone number from her contact record (and then add another one with her email address, etc)

I have tried adding a mapping, but it didn't pull the data across - I manually typed 999999999 in there to see if it would push back to the contact (which it didn't)

Is this possible?

Thanks in advance

KieranStart Free Trial

Attachments:

crm.bmp (817 KB) (File Type Details)

screenshot

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CRM 4 - N:1 relationship attribute mapping

Asked by kieran_b in CRM Software, Microsoft Applications, Microsoft Dynamics

Tags: CRM 4, relationship, attribute mapping

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