Add contact phone number to case form

[jgrebe]

Is there a way to add the Contact Business Phone number to the Case form?
The Responsible Client field shows, but not the phone number.

[Neil Benson]

There are a couple of ways to achieve this depending upon your requirements.

You can use a JavaScript web service query from the Responsible Contact's
OnChange event to populate a custom telephone number field on the case form
with the appropriate field from the contact record. But if the contact's
telephone number changes, the corresponding field on the case form won't get
updated.

Instead of displaying just the contact's full name in the Reponsible Contact
lookup field, you can modify the link to display the contact's full name and
phone number.

Or you could add an iFrame to the case form to display whatever fields you
need from the Responsible Contact's contact form.

There are benefits and drawbacks of each depending upon your wider
requirements, but hopefully this helps.

Regards,

Neil Benson, Customery -- UK online community for CRM customers and partners
http://www.customery.co.uk
http://twitter.com/neilabenson
http://uk.linkedin.com/in/neilbenson

Post by jgrebe
Is there a way to add the Contact Business Phone number to the Case form?
The Responsible Client field shows, but not the phone number.

[LeonTribe]

Is there a way to add the Contact Business Phone number to the Case form?  
The Responsible Client field shows, but not the phone number.

You could add an attribute and use jscript.

Leon Tribe
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