At the moment most of the obvious fields are inherited from the company record.
However the following two are not - these are very important to ensure that the manager and territory remain the same as the base record. At the moment these have to be remembered from the company record and then changed while the person is being created.
- Account Manager
- Territory
by: Ian L. | over a year ago | Customer Mgment (CRM)
Comments
The territory should default to the company's if left at "Default". You might want to read the admin guide on how the default territory gets assigned. The Account Manager can easily be defaulted by using a simple OnCreate script on the Person entry screen :
DefaultValue=CRM.GetContextInfo("Company","comp_assigneduserid");