mei_liu
asked on
address auto-population from account to quote
Hi, we are pretty new to CRM and would like to find out whether it is possible to auto-populate addresses from account to quote. If possible, would you please let us know how this can be accomplished?
Thanks
Thanks
ASKER
This works only if you have a single address for the account. What happens if you have three distinct addresses (one for the account, one for biling and one for shipping). The different addresses are entered under more addresses under the account. How does the mapping work for this senario? Thanks
That will clearly be a more complex mapping - you can map both of the two addresses that are on the main Account form to the quote. But if you have additional addresses in the More Addresses entity, then you'll only be able to map those if you click the Look Up Address button on the quote, or if you write a custom plugin to handle this.
For this level of customization, you should really be working with a certified Microsoft partner who has the appropriate developer and implementation certs.
For this level of customization, you should really be working with a certified Microsoft partner who has the appropriate developer and implementation certs.
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ASKER
Is it possible to use the workflow to create the additional addresses (billing and shipping) under more addresses at the time when the account is created, or does it have to be done by creating a plugin? Thanks
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You can do by using mapping
1. Go to settings --> customization --> customize entity --> open account entity --> go to 1:N relationship ---> find relationship between account and quote ---> open that ---> mapping ---> in mapping select source attrbute and target attribute
This will only work when you create quote from account form
Regards
Rakesh Agarwal