如何将帐户的地址更改映射到其子联系人
我有以下问题,因为我似乎无法在文档中找到答案。 我正在使用 Dynamics CRM 4.0。
我的问题如下,我可能在这里遗漏了一些东西,但是:
如果我添加地址为 Street 123 的帐户“X”,并添加属于该帐户的子联系人“Y”。
如果我更改账户“X”的地址,是否会自动更改所属账户“Y”的地址?
我认为这些字段(地址字段)是继承的?如何才能实现这一目标?
I have the following question, because I can't seem to find the answer in the documentation.
I am using Dynamics CRM 4.0.
My problem is the following, and I might be missing something here, but:
If I add an account "X" with address: Street 123 and I add a child contact "Y" belonging to that account.
If I change the address of the account "X", should it automatically change the address of the belonging account "Y"?
I thought these fields (the address fields) are inherited? How could this be achieved?
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仅定义了一次性映射,当您从客户记录创建联系人时,该映射会映射此字段。
创建联系人后,地址更改不会更新。如果您有此要求,您应该实现一个插件,将所需的数据从帐户传输到其所有联系人。
我不知道有任何免费插件,但它是一个相当简单的插件。
您无法通过工作流程解决此问题,因为没有可用于迭代客户联系人的活动。对于此任务,您必须实现自定义工作流程活动,这至少与开发插件的工作量相同。
There is only a one-time mapping defined, which maps this fields when you create a contact from a account record.
After you have created the contact, it is not updated on address changes. If you have this requirement, you should implement a plugin which transfers the required data from the account to all of its contacts.
I'm not aware of any free plugin, but it is a rather simple one to implement.
You can't solve this with a workflow, because there is no activity which could be used to iterate over the contacts of the account. For this task you would have to implement a custom workflow activity, which is at least the same amount of work as to develop the plugin.