How to Change the Primary Field in Leads to Company Name

Posted on 2014-09-10
Last Modified: 2014-09-29

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.

Question by:GulfIT
  • 2
  • 2
LVL 19

Expert Comment

by:Rikin Shah
ID: 40316264

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.
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.

Author Comment

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

Accepted Solution

Rikin Shah earned 500 total points
ID: 40322718

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.

Author Closing Comment

ID: 40351538
Work around accepted

Featured Post

Is Your Active Directory as Secure as You Think?

More than 75% of all records are compromised because of the loss or theft of a privileged credential. Experts have been exploring Active Directory infrastructure to identify key threats and establish best practices for keeping data safe. Attend this month’s webinar to learn more.

Question has a verified solution.

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

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…
For cloud, the “train has left the station” and in the Microsoft ERP & CRM world, that means the next generation of enterprise software from Microsoft is here: Dynamics 365 is Microsoft’s new integrated business solution that unifies CRM and ERP fun…
This is used to tweak the memory usage for your computer, it is used for servers more so than workstations but just be careful editing registry settings as it may cause irreversible results. I hold no responsibility for anything you do to the regist…
Both in life and business – not all partnerships are created equal. As the demand for cloud services increases, so do the number of self-proclaimed cloud partners. Asking the right questions up front in the partnership, will enable both parties …

895 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

Need Help in Real-Time?

Connect with top rated Experts

17 Experts available now in Live!

Get 1:1 Help Now