Administrator Guide

Account Details "Copy Down"

By default, Flex is configured to copy down the Account’s address, phone number, and a few other Account field values. Thereafter these field values are changeable.

To change this behavior simply remove the Copy Down instructions in the New Contact form.

  1. Take steps to create a New Contact. This opens the New Form. Select “Edit Page” to put the form in Edit mode.

  2. Next select the “Open CRMEditNewForm properties” link to open the Web Part Editor.
  3. From the Web Part Editor, scroll down to locate the “Copy Down” section.

  4. Remove all rows that you wish to remove copy down values from the Account.
  5. Click “OK”, then “Stop Editing”.

For more information, search the Copy Down related sections for more information.

 

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