Answered by:
Email Activity Customization

Question
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Hi All,
I have a below query
When you want to send an email and choose a person to send it to, or copy, or blind copy, it always defaults to “Account”. I would like to have CRM default to “Contact” but still have the other selections available such as Lead.
I have worked on a similar kind of scenario as below
Query:
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For dual use fields that can be account or contact, any easy way to set the default to be contact instead of account such as in cases, etc?( Customer)
Resolution:
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Use the below code in the “Onload” of the case entity
crmForm.all.customerid.setAttribute("lookuptypes", "2");
Can any one help me for the email activity?
Regards,
VP
Tuesday, July 27, 2010 7:24 PM
Answers
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My bad, I used the "customerid" field to match the field you specified in your first post with the code. Try:
crmForm.all.to.setAttribute("defaulttype", "2");
Dave Berry - MVP Dynamics CRM - http:\\crmentropy.blogspot.com- Proposed as answer by DavidBerryMVP, Moderator Thursday, July 29, 2010 9:04 PM
- Marked as answer by DavidJennawayMVP, Moderator Friday, August 20, 2010 6:43 AM
Wednesday, July 28, 2010 4:12 PMModerator
All replies
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The field uses a 1:1:1 pairing of special string arrays for three attributes: lookuptypes , lookuptypenames , and lookupicons ; lookuptypes and lookuptypenames are comma-separated, whereas lookupicons is colon-separated.
lookuptypes contains the Object Type Codes (e.g. "2,1")
lookuptypenames contains the Entity Names (e.g. "contact,account")
lookupicons contains the URLs for the record icon (e.g. "/_imgs/ico_16_2.gif:/_imgs/ico_16_1.gif")
I don't know if re-ordering these three will cause the lookup window's entity selection list to be reordered, but I suppose it's worth a shot. Definitely post the results back here. I suspect, however, you must re-order all three attributes. I would not exclude any entity types from the lists, since I don't think there's another way to tell the Lookup dialog which options to provide.
Dave Berry - MVP Dynamics CRM - http:\\crmentropy.blogspot.comTuesday, July 27, 2010 10:12 PMModerator -
What was I thinking? The answer was staring at me in the face the whole time. Try using the defaulttype attribute instead. This attribute takes the OTC (so, a value from lookuptypes ).
crmForm.all.customerid.setAttribute("defaulttype", "2");
Dave Berry - MVP Dynamics CRM - http:\\crmentropy.blogspot.comTuesday, July 27, 2010 10:19 PMModerator -
HI David,
Thanks for the reply. When i paste the code in Onload of email entity, i get CRMform.all.customeris is NULL.
please let me know
Regards,
VP
Wednesday, July 28, 2010 1:02 AM -
My bad, I used the "customerid" field to match the field you specified in your first post with the code. Try:
crmForm.all.to.setAttribute("defaulttype", "2");
Dave Berry - MVP Dynamics CRM - http:\\crmentropy.blogspot.com- Proposed as answer by DavidBerryMVP, Moderator Thursday, July 29, 2010 9:04 PM
- Marked as answer by DavidJennawayMVP, Moderator Friday, August 20, 2010 6:43 AM
Wednesday, July 28, 2010 4:12 PMModerator -
Hi David,
It works well. thank alot for the help
Cheers
VP
Thursday, July 29, 2010 8:43 PM -
I think I'll drop this little tip into my blog. Glad it worked. Kindly mark the answer for the thread, if you would.
Dave Berry - MVP Dynamics CRM - http:\\crmentropy.blogspot.comThursday, July 29, 2010 9:04 PMModerator