We have 5 fields on the Account entity that want to populate and update on Quote records for that Account record it is linked to. When the Quote record is created, it will populate the fields. However if those field values are changed, it will not update those fields on the Quote record. There is a 1:N Parental relationship from Account to Quote with mappings for each of these fields. If I try to make an additional referential relationship, I can only chose non-cascading and get the message: "The related entity has already been configured with a parental relationship or a relationship where some relationship behaviors cascade. Select the referential relationship type."
Any ideas on what we are missing to make these fields update on the Quote record when the field is changed on the parent Account record? We use CRM 2013 online Thanks!
*This post is locked for comments
I have the same question (0)
