CRM On Demand - Administration (MOSC)

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Auto populating Account for a specific Contact

edited Apr 10, 2015 4:10AM in CRM On Demand - Administration (MOSC) Question

Hi,

I've noticed that when I create a Service Request directly from Contact by clicking new in SR Related Information section both Contact and Account details are populated which is great.

Now when I create a new Service Request from SR screen I have to fill in the Picklist values for both Account and Contact manually. Once I've selected the Contact, Account is not populated. Is there a way to auto-populate Primary Account for this Contact on Service Request?

I would like to get the same result as described in the first scenario and I am not sure how to best solve this. I thought about JavaScript or Workflow, also it would make sense to create a list of Primary Accounts for Contact that will appear when clicked the lupe but not sure how to set this up. Any help will be appreciated.

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