Creating Parent Contact From Lead - Search Term Entered as Contact's Last Name

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Posted on by Stephen Pryke

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Hi, I can't find any other forum post about this, so I'm not sure if this is just affecting us.

When we try to create a new parent contact from a lead, the term we search for is entered into the Quick Create form as the last name.

We have a relationship between Lead and Contact which maps the first and last name. It appears the first name is mapped into the first name field in the Quick Create form, but the term we search for (normally the full name) is entered into the last name field of the Quick Create form. See the screenshots below.

Lead information:

4606.lead.png

Search term:

8865.search.png

Quick Create form (first name from Lead, last name from search term):

Does anyone know whether this is something we can fix? I assume it's Dynamics trying to help by saving us entering information automatically, but in this case, the functionality doesn't work.

Thanks!
Stephen

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LuHao 40,890 on at

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RE: Creating Parent Contact From Lead - Search Term Entered as Contact's Last Name

Hi Stephen,

We need to check the mappings of the relationship between Lead and Contact.

Go to Settings > Customizations > Customize the System, expand Entities > Contact > 1:N relationships, edit lead_parent_contact.

Click Mappings, check if there is a mapping of lastname and lastname.

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Stephen Pryke 412 on at

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RE: Creating Parent Contact From Lead - Search Term Entered as Contact's Last Name

Hi Lu Hao,

Thanks for the answer. Yep, the mapping is there already. In fact, if you leave the search box blank and just click "New Contact", then both the first and last name are taken across into the quick create form.

It's almost like there is a mapping between the lookup field search box and the last name field on the quick create form, but I've no idea where that would be defined.

Cheers,

Stephen

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LuHao 40,890 on at

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RE: Creating Parent Contact From Lead - Search Term Entered as Contact's Last Name

Hi Stephen,

Then we can check if there is any OnLoad event in the Contact quick create form.

If so, disable the OnLoad event.

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Stephen Pryke 412 on at

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RE: Creating Parent Contact From Lead - Search Term Entered as Contact's Last Name

Hi again Hao,

Thanks for the tip, but unfortunately once more this isn't the case. There is no OnLoad event set on the contact quick create form.

If you have any further ideas, I'd be extremely grateful!

Do you get the same thing happening in your environment? The search term being mapped to the last name on the contact?

Cheers,

Stephen

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LuHao 40,890 on at

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RE: Creating Parent Contact From Lead - Search Term Entered as Contact's Last Name

Hi Stephen,

It is not happening in my environmnet.

Please check if Last Name field of the Contact quick create form is a custom field.

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Stephen Pryke 412 on at

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RE: Creating Parent Contact From Lead - Search Term Entered as Contact's Last Name

Hi Hao,

No - it's the default MS field:

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LuHao 40,890 on at

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RE: Creating Parent Contact From Lead - Search Term Entered as Contact's Last Name

Hi Stephen,

Sorry that I misunderstood your question. Yes, it also happened in my environment.

In fact, this is by design.

When you enter anything in the lookup field, and then click New, the content you entered will be automatically filled in the Name field.

For Contact, it will automatically fill the content of the lookup field into the Last Name field, which is by design.

In addition, to solve this problem, the only solution is to add an OnLoad event to the Contact quick creation form, which requires Javascript. Do you have Javascript experience?

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Stephen Pryke 412 on at

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RE: Creating Parent Contact From Lead - Search Term Entered as Contact's Last Name

Ok, good to have confirmation that this is how it should be!

I'll have a play around with javascript and see what I can do.

Thanks for all your help!

Stephen

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LuHao 40,890 on at

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RE: Creating Parent Contact From Lead - Search Term Entered as Contact's Last Name

Hi Stephen,

We will create a web resource of Javascript. The code is as follow.

function splitLastName(executionContext) { var formContext = executionContext.getFormContext(); var fullName = formContext.getAttribute("lastname").getValue(); var arr = fullName.split(" "); var lastName = arr[arr.length-1]; formContext.getAttribute("lastname").setValue(lastName); }

Then add an OnLoad with the new web resource for Contact quick create form, set the function to splitLastName.

This way, when we new an Existing Contact from Lead and there is a name in the lookup field, the Last Name field of Contact quick create form will only contain the last name instead of the name we entered in the lookup field.

The function of the OnLoad event is to divide the name in the lookup field by spaces and take only the last word.

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