Hi there, functionality question.
We have code that preselects and account in the parentaccountid field when we open the new opportunity form. Then when the form is saved, the accountid value gets saved to both the parentaccountid and also CRM saves the value to the customerid.
We also have a contact field (parrentcontactid) on the form.
When a user fills this value, saves the form, and then deletes the value from the field and saves the form, it appears the CRM also deletes the customerid it had previously set. Even though the customerid was was filled with the accountId.
It seems illogical but is this correct behavior?
Is there a way to not have it do this?
Thanks!