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Creating new record from lookup brings up wrong quick create form

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Hi Everyone,

I have a problem regarding the 'new' function of a lookup field in a CRM 2013 deployment. I am using the potential customer field on the opportunity, which could be either an account or a contact. The problem is that if I click 'new' on the lookup, the contact quick create form pops up, however I would like to open an account quick create form by default. Is there a solution to change this behavior?

Regards,

Adam

Thursday, June 25, 2015 9:49 AM

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Hello Adam,

Please check the below mentioned link

http://stackoverflow.com/questions/24856169/how-do-i-change-the-default-quick-form-for-the-customerid-field-in-dynamics-crm

Other option is to disable the existing default quick-create form and create a New one allowing only account values to be used for that entity on the form, which means you can create a view which only looks for account Objects.

Hope it helps.
Regards, Abhishek Bakshi If you find this post helpful then please Vote as Helpful and Mark As Answer. Check my blog on https://mydynamicscrmblog.wordpress.com/

Thursday, June 25, 2015 10:27 AM
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The only supported way will be disabling contact quick create form under entity definition.
- Edited by HIMBAPModerator Thursday, June 25, 2015 11:04 AM
Thursday, June 25, 2015 10:56 AM

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