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customerid may only contains accounts RRS feed

  • Question

  • Hi,

    When creating a opportunity, we have to link this to an Account (in customerid).
    We will never link an oppportunity to a contact.

    Is it possible to only show accounts in the field customerid?
    So when we search an account, it will not display any contacts?

    Thanks! :)

    Tuesday, February 4, 2014 10:51 AM

Answers

  • Hi,
    the above method uses unsupported customization, this means that is not guaranteed that works currently or on future rollups.
    A supported way to realize your requirement is to add a new lookup field connected to account and keep synchronized the value with the customerid field.
    You can use javascript (or also business rules if it is CRM 2013)


    My blog: www.crmanswers.net - Rockstar 365 Profile

    • Marked as answer by Alexander_DM Wednesday, February 5, 2014 10:28 AM
    Wednesday, February 5, 2014 10:16 AM

All replies

  • Please refer to the the following link,

    http://bingsoft.wordpress.com/2011/01/13/default-customer-lookup-to-contact-in-crm-2011/

    You will definitely find the answer. :)


    If this post answers your question, please click "Mark As Answer" on the post and "Vote as Helpful" Thank you, DT

    Tuesday, February 4, 2014 2:29 PM
  • Hmm, is still can see contacts in the list..
    Doest this also work on CRM2013?

    Wednesday, February 5, 2014 10:06 AM
  • Hi,
    the above method uses unsupported customization, this means that is not guaranteed that works currently or on future rollups.
    A supported way to realize your requirement is to add a new lookup field connected to account and keep synchronized the value with the customerid field.
    You can use javascript (or also business rules if it is CRM 2013)


    My blog: www.crmanswers.net - Rockstar 365 Profile

    • Marked as answer by Alexander_DM Wednesday, February 5, 2014 10:28 AM
    Wednesday, February 5, 2014 10:16 AM