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CRM customization

Asked by patriotfs in CRM Software

Tags: Microsoft, Dynamics CRM, 4.0, Hosted solution

I have a current workflow to transfer information from a lead to an account upon creation of the account.  The problem is we like to click on the open newly created accounts so the account is open immediatly and the information is not there yet.  So we have to save and close and then reopen which obviously is not ideal.  

To summarize:  I need custom attributes in a custom tab transfered to a newly created account and populated immediatly without having to save and close.
[+][-]05/27/08 07:21 PM, ID: 21657282Expert Comment

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[+][-]05/28/08 09:21 AM, ID: 21661846Author Comment

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[+][-]02/05/09 03:49 AM, ID: 23558351Expert Comment

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