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Customer experience | Sales, Customer Insights,...
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Map Parent Account on Creation of Contact in Partner portal

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Posted on by Microsoft Employee

Hi All,

We're using partner portal where I have created a web form with 5 web form steps where 1st step is on Edit mode of Contact, 2nd is Create mode of Account and 3rd, 4th and 5th steps are edit mode of contact forms. 

I need to set Parent Account field to be filled in automatically from back end so that when I open Parent Account option from Parent portal it doesn't show any error message as there is no record associated to this contact. 

Could you please let me know how this can be done. 

Thank you,

Leo

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