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Customer field on Order/Quote/Opportuntiy/Invoice


When clicking on the hourglass button of the customer field, by default accounts are shown. But when you go to the new button a new contact form will open.

As on every other lookup field the new button opens off course the form of the same entitytype.

Although this is a special...

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STATUS DETAILS
New

Adding products on order/quote/opportunity/invoice does not take the mappings into account


This came up following a bug in CRM 2016 SP1, where we're not able to add any detail through the related navigation at this point :-(

Adding details through the grid on the salesorder form, by clicking the + button, does not take into account the relationship mappings.

This ...

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Category: Account, Contact, Calendar and Activity Management (699)

STATUS DETAILS
Declined