Hello everyone,
I'm new to CRM 2011 and I am currently blocked :(
English is not my native language so be sure to notice me if you don't understand something, I'll try to explain as best as possible :)
So I have imported Accounts, Contacts and Opportunities from another CRM software.
Accounts are parents of Contacts and Opportunities.
I'm currently trying to import or create Activities.
So here's my problem : when I create and Activity, for example a Phone Call, sending an Email, sending a Letter etc... when I fill the Addressee's field with a Contact, I would like the field Phone number, Address, Email to be filled automatically with the Contact's information.
Is it possible ? If yes can you tell me how I can do it :)
Secondly, in my Accounts, I have addresses and would like for each Contacts that belongs to the Accounts, to have their addresses's field to be filled automatically by the Account's one, instead of writing it 2 times every time. Same for the city and the zip code.
Thanks in advance for you help :)