Is there a supported method to limit "Customer" lookup to just "Contacts" in 2013 RRS feed

  • Question

  • Hi

    I am wondering if there is now a supported method of limiting the "Customer Lookup" to either "Accounts" or "Contacts" only?

    I am looking for a supported CRM 2013 solution.



    Monday, March 3, 2014 8:05 PM

All replies

  • Hi Paul,
    a supported way is to hide the standard field, create a new lookup to the entity you like (for example contact) and after copy the value from the new lookup to the standard customer field. Because you are using CRM 2013 you can use also business rules for this.

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

    Monday, March 3, 2014 8:36 PM