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Hello,
I need to ask my customer to review their account details and update their Chamber of commerce number and VAT number.
is there any way to show the prefilled form which shows account data to contacts.
Thank you,
Elly
Hi Elly,
May I know which application you're using? It can be found in the position marked by the red circle in the following image.
Looking forward to your reply.
Best Regards,
Nya
Hello Nya,
Marketing application :)
Hi,
Unfortunately, only the fields of the Account entity that exist as Lookup Fields in the Contact entity, for example, Company Name, can be displayed in the Marketing Form.
Of course you can also customize the relevant fields in the Contact entity and pass over the relevant data from the Account entity to achieve your needs.
If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.
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