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#### About the Automatic Population of Sample Request Fields Oracle CRM On Demand populates the Account, Contact, and Shipping Address fields automatically when you create the sample request from an account call or a contact call. NOTE: In the following cases, you can use the Lookup icon to override the value that Oracle CRM On Demand selects. If you create a sample request from an account call, then Oracle CRM On Demand populates the following fields as follows: Account. Oracle CRM On Demand populates this field with the account name from the parent account call. Contact. Oracle CRM On Demand populates this field with the contact name from the parent account call. If the contact is missing from the parent account call, then Oracle CRM On Demand populates the field with the account's primary contact. If a primary contact does not exist for the account, then Oracle CRM On Demand displays an error message if you try to save the record. Shipping Address. Oracle CRM On Demand populates this field with the contact's primary address from the parent account call. If the contact’s primary address is missing from the parent account call, then Oracle CRM On Demand populates this field with the account's shipping address. If the account’s shipping address is missing, then Oracle CRM On Demand leaves this field empty. However, if you try to save the record, then Oracle CRM On Demand displays an error message. If you create a sample request from a contact call or attendee call, then Oracle CRM On Demand populates the following fields as follows: Account. Oracle CRM On Demand populates this field with the account name from the parent contact call or attendee call. If the account is missing from the parent contact call or attendee call, then Oracle CRM On Demand populates the field with the contact's primary account. If the contact has no primary account, then Oracle CRM On Demand leaves the account field empty. Contact. Oracle CRM On Demand populates this field with the contact name from the parent contact call or attendee call. Shipping Address. Oracle CRM On Demand populates this field with the contact's primary address from the parent contact call or attendee call. If the contact’s primary address is missing from the parent contact call or attendee call, then Oracle CRM On Demand populates this field with the account's shipping address. If the account’s shipping address is missing, then Oracle CRM On Demand leaves this field empty. However, if you try to save the record, then Oracle CRM On Demand displays an error message.

Published August 2022 | Copyright © 2005, 2022, Oracle and/or its affiliates. Legal Notices.