Microsoft Dynamics CRM (Archived)

Lead Name as Account instead of Contact Name

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Posted on by Audrey Blair

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On the Lead form, the Contact name is the name of the Lead by Default. This is displayed on the Lead form.

Is it possible to display Company (Account) name instead? How would this be accomplished?

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jlattimer 24,562 on at

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RE: Lead Name as Account instead of Contact Name

I don't think there is a supported way to change this. The value displayed on the top of the form is tied directly to the primary field of the record - in the case of Lead, that field is 'fullname' which is made up of the first and last names of the person.

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Mamatha Swamy 5,426 on at

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RE: Lead Name as Account instead of Contact Name

The 'Name' field (schema: fullname) of lead is displayed in the highlighted area of the image not the contact name. It appears to be contact name because of the field mappings defined in OOB CRM; which are done in that way as generally most businesses track a new person (potential sale) as a lead.

If your business wants a lead to be related to an account then you can change this customization in Lead.

1. Delete the OOB field mappings of firstname and lastname in 1:N relationship with contact.

2. Create custom fields & mappings in lead to track the name fields if you need the contact to be created as part of lead qualification functionality

3. Populate the company field on lead with the value of Name (fullname) field using business rules or JScript. An account will be created when you qualify a lead only when there is data in the Company field. You could hide the field on the form as the name field represents the same.

By doing these changes CRM will behave as if the lead name is the account name and the custom fields act as contact.

Hope this helps!

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Audrey Blair 335 on at

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RE: Lead Name as Account instead of Contact Name

Thank you! The main question was whether or not the form could display the title from another field (which you confirmed it could not). As suggested I removed the mapping from the OOB lastname and firstname fields and created custom fields for the mapping. Instead of using both firstname and lastname, I created JScript to update the lastname field only and it has the desired result.

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Audrey Blair 335 on at

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RE: Lead Name as Account instead of Contact Name

Thank you! The main question was whether or not the form could display the title from another field (which you confirmed it could not). As suggested, I removed the mapping from the OOB lastname and firstname fields and created custom fields in their place. Instead of using both firstname and lastname, I created JScript to update the lastname field only and it still has the desired result.

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Community Member on at

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RE: Lead Name as Account instead of Contact Name

Can you please send a code snippet for this for reference .. Would be appreciated

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Community Member on at

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RE: Lead Name as Account instead of Contact Name

your company name?

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Community Member on at

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RE: Lead Name as Account instead of Contact Name

name prefix

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jdalske 545 on at

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RE: Lead Name as Account instead of Contact Name

Mamatha Swamy I could not get past step one. I get a business exception error as this is a primary field so it will not let me delete the relationship. Here is our issue...similar, not the same. I placed a lookup field on the Opportunity that should display the Subject field of the Originating Lead. However, it doesn't, it displays the Contact Name or No Name is no name is filled in. I can't change or delete the mapping. Leadid has to map to this field because its a lookup. I can put a text box below it with a mapping to the Lead Subject in text but its not a hyperlink back to the originating lead so I have to have two fields instead of one. Thoughts?

Another issue is that when the user fills out the Lead if they don't look up the contact and enter a first and last name it will create a whole new contact...we have triplicates and they can't be deleted because it will delete all the associated records.

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ankit_singhal 560 on at

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RE: Lead Name as Account instead of Contact Name

There is no OOB functionality but you can write your code. you need to update primary field after lead creation.

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