CRM Lookup field RRS feed

  • Question

  • Hi ,

    I need to create a lookup field to the Contract entity from the Account Entity . What I need to do is when the user clicks on the Lookup field it should display the Contract ID . By default when I create a lookup field it looks up the Contract Name . How can I achieve this????

    Thursday, March 1, 2012 6:00 AM


All replies

  • Hi,

    Im afraid that you could not do that. Because basically, the Look Up dialog shows you the "Contact Look Up View", whereas "Contact Name" field is a required field of that View, thus you could not remove this field from the View.

     Even when you try to modify the "Contact Look Up View" in Customization, there are only some fields you could choose to show on the view, and "Contactid" is not in those fields...

    I hope it helps


    Please visit my blog about CRM and other technical things: http://kellyhoang.blogspot.com/

    Thursday, March 1, 2012 6:52 AM
  • Hello,

    I think it is possible using handling of Retrieve Message. Following article provides sample for CRM 4.0 but I believe it is possible to convert the code for CRM 2011 - http://mscrm4ever.blogspot.com/2009/03/displaying-lookup-with-related-entity.html

    Thursday, March 1, 2012 8:20 AM
  • Thanks Marya

    its good to know that its possible.


    Thursday, March 1, 2012 9:43 AM