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CRM 2013 case entity

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Hi

In Case entity system Customer attribute is availble rite? this attribute is lookup conists of account and contact

by default it's showing the account view but i need to it default should be contact..

can you fields suggest me on this..

-Regards

Rammohan

Wednesday, April 30, 2014 6:02 AM

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You might be able to do it via the new lookup ability in CRM 2013, addCustomFilter, which allows you to add filters to lookups via JavaScript. I don't know if that works on complex lookups like the Customer meta-entity, but that is where I would start looking.
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Wednesday, April 30, 2014 2:38 PM
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You can use setDefaultView to change default view for the lookup control dialog.

Similar concept applied in CRM 2011:

CRM 2011 – defaulting the Customer lookup to contacts on the case form

Another example:

Change the default entity in the lookup window of a Customer or Regarding field

Ronald
- Edited by Ronald Liu Wednesday, April 30, 2014 4:13 PM
Wednesday, April 30, 2014 4:10 PM