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CRM2011 - How to copy field from one entity to another entity

Posted on 2012-03-22
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1,436 Views
Last Modified: 2012-04-05
For example,  I have contact entity and creditcard entity.  Contact owns credit cards.
When I am in contact entity,  I click on the left navigation pane to open creditcards view, I will then click on the ribbon to create a new creditcard entity.  As the creditcard entiy form open,  I will like the phone number, address from the Contact to credit card entity.

How will I do that?
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Question by:tommym121
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Feridun Kadir earned 500 total points
ID: 37753399
This sounds like you to need to edit the mapping on the relationship between contacts and credit cards.

Navigate to the relationship and then click mappings. Here you can select fields from contacts that are to be copied to credit cards. You must have phon number and address fields of the same type in credit cards.
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