0 Replies Latest reply: Aug 22, 2014 8:58 AM by sirmattkelly RSS

    update CustomerType field upon registration

    sirmattkelly Community Member

      I have a number of different forms by which a user can create a CRM customer record.  Essentially, we want to mark users as being a customer or a partner (partners get a different secure zone).  Depending on which form they use to sign up I would like to pre-populate the Customer type field on the CRM customer record.

       

      I initially thought that this would be an easy job of dropping the customer field on the web form as a hidden field with a default value.  However I haven't been able to find a way of adding the CustomerType field to a web form.  We do not want to have to amend these all manually from the admin console.

       

      How do others manage this process, I feel like I am looking at it in the wrong way.

       

      thanks.