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Modify the order of the list values in "Look For" picklist of the lookup dialogue box RRS feed

  • Question

  • Consider the following example:

    1- Open an opportunity

    2- Click on the lookup button of the Potential Customer field.

    3- The Look for picklist shows "Companies" by default. If you expand the picklist, it will show "Companies" and then "Contacts".

    Most of our customers are individuals contacts and not companies. in 90% of the case, users will be looking for Contacts. and due to the fast operations they perform, they open the the lookup form and start typing the customer name. they don't immediately pay attention they are looking for companies and not for contacts.

    We need to find a way to make it display "Contacts" by default, instead of companies.

    Thanks!

    Fadi

    Friday, July 23, 2010 8:40 PM

Answers

All replies

  • Hi Fadi, you can do an unsupported customization like filtered lookups so that it only shows contacts: http://crm.georged.id.au/post/2008/02/16/Filtering-lookup-data-in-CRM-4.aspx

    Or you can create a new lookup that replaces potential customer with a new relationship to contact, and then via JavaScript sets the original potential customer field, which is hidden on-load by javascript.


    Phil Edry – Altriva Solutions – http://www.altriva.com/AltrivaBlog.aspx
    Friday, July 23, 2010 8:45 PM
  • If I wasn't clear, I don't believe there is a documented way to change the order of the lookfor. My solution only works if 100% of the potential customers are contacts. You can alternatively make two new potential customer lookups, one called potential contact and another called potential account, and then if one of them gets filled in, disable the other using on change javascript. Then on save, populate the hidden original potential customer.
    Phil Edry – Altriva Solutions – http://www.altriva.com/AltrivaBlog.aspx
    • Edited by Phil Edry Friday, July 23, 2010 8:49 PM typo
    Friday, July 23, 2010 8:48 PM
  • Hi, Fadi.

     

    Try to add following script in OnLoad event handler of opportunity form:

    crmForm.all.customerid.defaulttype = "2";


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    • Proposed as answer by Phil Edry Friday, July 23, 2010 11:33 PM
    • Marked as answer by Donna EdwardsMVP Thursday, July 29, 2010 8:32 PM
    Friday, July 23, 2010 9:21 PM
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  • Thanks for your reply!! I will try this on my virtual environement, but i am pretty confident it will work!

    I believe this will affect the CRM Forms.

    Is there a way to do the same filter on the REGARDING fields in Outlook?

    Monday, July 26, 2010 1:06 PM