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CRM Organization Doctype Link to existing Custom doctype #562

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mathew1972 opened this issue Feb 2, 2025 · 1 comment
Open

CRM Organization Doctype Link to existing Custom doctype #562

mathew1972 opened this issue Feb 2, 2025 · 1 comment

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@mathew1972
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In CRM Organization

I want to link to an existing Customer doctype. I tried two methods:

I attempted to change the Organization Name field from Data to Link using Property Setter, but I couldn’t do it. I need help with this.

I created a custom field linked to my Customer doctype and used Fetch From to pull data from the Customer doctype. I also hidden this

CRM Organization field. The issue is that it works in ERPNext Desk but not in the CRM App.

@shariquerik can you help me? If this can be fixed using Property Setter, that would be great. Otherwise, what other solution do you suggest? Please guide me.
Thank you
Mathew Samuel

@mathew1972
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I have created two Property Setters as shown in the attached image and converted the 'organization_name' field into a Link field associated with the Customer, and it is working in both the Desk and CRM App.

Image
Image

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