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ReportWhat is the exact purpose of Potential Customer field in CRM?
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What is the exact purpose of Potential Customer field in CRM?
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Hi,
Customer field is new feature of CRM which allow you to choose two different kind of customer. Especially you can see this field on case and quote entity. If you want to remove that field please do refer following url:
pravinpawarweb.wordpress.com/.../delete-remove-customer-field-from-case-entity
Hi Marjorie,
There is no supported way to remove the Potential Customer field .
You can check here if you want to do unsupported way -
I don't think you can remove the field from the form as it I locked but you can hide it.. Either way it won't affect your process, you however need to have either contact or account or both field on the form you that the value can be copied to customerid field.
Hope this helps.
Hi Marjorie,
Potential customer is a polymorphic relationship between either account or contact. In CRM its populated automatically by setting either one of account or contact on the opportunity. If only a contact is defined on the opportunity the contact will become the potential customer, otherwise the potential customer is the account.
Hi,
Below is the official description. Basically this is field to identify the customer (account or contact) whom the opportunity belongs to.
"Select the customer account or contact to provide a quick link to additional customer details, such as address, phone number, activities, and orders."
Hope this helps.
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