Microsoft Dynamics CRM (Archived)

Populate Customer Contact Number in Case

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Posted on by James2019

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Is it possible to populate the customer's contact number and other information in the case?

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James2019 20 on at

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RE: Populate Customer Contact Number in Case

Thank you. understood. its all good now.

thanks for all your help.
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LuHao 40,872 on at

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RE: Populate Customer Contact Number in Case

Hi James2019,

Please note that since the original theme is over, and it is a new theme , I recommend that you post another theme for this problem.

As long as you add LuHao in the new post, I will receive a reminder to help you solve the problem, don't worry.

So if there are new questions, please send a new post.

--------------------------------

The solution to this problem:

The contact card form and the Contact main form are two different forms.

So you need to manually add fields to make the fields of the two forms the same.

Remember to post it after saving.

This will display the two fields on the Contatc Main form.

Hope this helps.

Best Regards,

Lu Hao
James2019 20 on at

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RE: Populate Customer Contact Number in Case

@Goutam I figure it out why it does show in the customer details. because I'm looking at another contact form.. but for the deleting of fields. I recreated the form instead. and all is well :) :) thanks a bunch
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gdas 50,085 on at

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RE: Populate Customer Contact Number in Case

This says field is business required ,so you have make field as optional before remove. Double click on fields , go to details tab and then click edit.

You can see one opetons requirement level , changed it to optional and save the fields . Do publish the form and open form editor again to remove the field.
James2019 20 on at

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RE: Populate Customer Contact Number in Case

Also When I try to remove the new fields. its now allowing me to remove it.
James2019 20 on at

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RE: Populate Customer Contact Number in Case

LuHao

I got one last concern.

When I try a new field in the Quick View Form (contact card). I cannot see the new fields (tenant, reseller) that I added when click the customer's profile.

Quick View Form

The fields did show inside the case.

But when I click the Customer in the case field to edit information, the new fields that I added are not showing? any idea or I think I missed something here.
LuHao 40,872 on at

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RE: Populate Customer Contact Number in Case

Cheers, James2019!

In fact, the Customer field is directly related to the Case entity. As long as you pay attention to this, these problems are easier to understand.

Best Regards,

Lu Hao
James2019 20 on at

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RE: Populate Customer Contact Number in Case

@Goutam

Yes that is correct. Thank you so much for your help. I really appreciate it.
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James2019 20 on at

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RE: Populate Customer Contact Number in Case

It did worked again Lu. Your a genius! Thank you
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gdas 50,085 on at

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RE: Populate Customer Contact Number in Case

You can remove the columns from view which you dont need by open the view and select column and click on remove from right panel.