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Can I make the Contact record look different by Business Unit? I need new fields that are different for each Business Unit.
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Hi Flyod Houser, good morning
My name is Andrés Guzmán, I'm glad to help you.
I recommend you to create a specific form for each BU.
Maybe you can use the next information to create the new form:
www.crmsoftwareblog.com/.../using-multiple-forms-to-create-record-centric-dashboards-in-crm-2011
Have a great day,
Andres,
I think your idea will work for me. However, I must be missing a step here is what I did:
1. Changed a user to the "TB Logistics" Business Unit.
2. Customized the Contact form and named it "TBLog-Contact"
3. Assigned a Security Role - "TB Logistics Sales Person" in "TB Logistics" Business Unit - to the form
4. Saved and Published the form
5. Logged out the user assigned to "TB Logistics" and logged back in.
6. Opened an existing Contact, but the custom form was not used.
7. Created a new Contact, but the custom form was not used.
I was sucessful modifying the Account form in our initial Business Unit. However, for the new Business Unit (TB Logistics) I can't seem to make it work.
Any suggestions?
Thanks
Floyd
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