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Change Default Entity Lookup RRS feed

  • Question

  • Hello,

    We are on CRM 2013 on-prem.

    We try to avoid users setting contact parent account ID to another contact. They can only set parent account ID to an account.

    So I wrote a javascript on the on-load event of the contact form as follow. But how do I remove 'Contact' from the dropdown field when user does a search?

    // Default Customer lookup field to Account
            var parentcustomerId = document.getElementById("parentcustomerid");

            parentcustomerId.setAttribute("lookuptypes", "1");
            parentcustomerId.setAttribute("lookuptypeIcons", "/_imgs/ico_16_1.gif");
            parentcustomerId.setAttribute("defaulttype", "1");

    Friday, June 12, 2015 10:57 PM

All replies

  • Hi,

    As u have mentioned you are using CRM 2013, the above code might not work. Have a look at the below link.

    It uses Jquery to filter the partylist.

    http://blog.navantis.com/filtering-partylist-entities-in-crm-2013/

    Hope this helps!!!

    Thanks,

    Prasad

    Make sure to "Vote as Helpful" and "Mark As Answer",if you get answer of your question.

    Monday, June 15, 2015 3:38 AM
  • Does this help?

    https://ashishkhanna.wordpress.com/2014/07/09/limit-customer-lookup-to-show-only-accounts-or-contacts/

    Thanks, Chris

    Monday, June 15, 2015 8:15 AM
  • Thank you all for the responses. Unfortunately we have many issues today, so I'll try the suggestion and will give updates.

    Thanks again!

    -tri

    Monday, June 15, 2015 8:48 PM