Solved

How to Change the Primary Field in Leads to Company Name

Posted on 2014-09-10
5
480 Views
Last Modified: 2014-09-29
Hi,

How can i change the lead so that the primary field is the company name and not the Contact Name.

In other words i want to click on the company name to open the lead.

Thanks,
GFC
0
Comment
Question by:GulfIT
  • 2
  • 2
5 Comments
 
LVL 19

Expert Comment

by:Rikin Shah
ID: 40316264
Hi,

I suppose you have a grid of Leads and you want the lead to be opened if you click on Company Name?
If this is the scenario... I don't think it is possible.
0
 
LVL 29

Expert Comment

by:Feridun Kadir
ID: 40316693
I agree, It is not possible to change the field designated as the Primary Field on a CRM entity.
0
 

Author Comment

by:GulfIT
ID: 40322601
IS there a workaround for this ?
0
 
LVL 19

Accepted Solution

by:
Rikin Shah earned 500 total points
ID: 40322718
Hi,

You can create web resource and display a CRM look a like grid to have this. But it will be too much development for this requirement.

There is no workaround out of the box.
0
 

Author Closing Comment

by:GulfIT
ID: 40351538
Work around accepted
0

Featured Post

Courses: Start Training Online With Pros, Today

Brush up on the basics or master the advanced techniques required to earn essential industry certifications, with Courses. Enroll in a course and start learning today. Training topics range from Android App Dev to the Xen Virtualization Platform.

Question has a verified solution.

If you are experiencing a similar issue, please ask a related question

Suggested Solutions

On Sep 22nd 2014 Microsoft released Update Rollup 1 for Microsoft Dynamics CRM 2013 Service Pack 1 and back in July Update Rollup 3 was released.  So we now have:   Update Rollup 1Update Rollup 2Update Rollup 3Service Pack 1Update Rollup 1 for S…
Automatically creating a Trello card using data from a Microsoft Dynamics CRM record turned out to be an easy project that yielded great results.  Here's how I did this for an internal team at General Code.
This Micro Tutorial demonstrates using Microsoft Excel pivot tables, how to reverse engineer competitors' marketing strategies through backlinks.
Nobody understands Phishing better than an anti-spam company. That’s why we are providing Phishing Awareness Training to our customers. According to a report by Verizon, only 3% of targeted users report malicious emails to management. With compan…

785 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question