crm lookup implementation question?

• Question

• 

  

  0

  Sign in to vote

  Hello - I've seen CRM lookups where a user can select different record types from a dropdown, then submit search criteria and get a result set for selection.  This is all done within the context of a lookup dialog.
  
  I'm on a project where we have a scenario where a field can either be a user or a contact.  A lookup dialog can be opened where a user can select a type of user or contact, perform a search and then select rows from the result set.
  
  A user should be able to select multiple records of users, contacts or a combination of both record types for this particular field. An easy approach would be to create 2 separate lookup fields on the parent form like:
  
  * MyField (Contacts)
  * MyField (Users)
  
  However, I was wondering if CRM provides an easy way to combine this functionality within a single dialog, perhaps by including a "Type" column as part of the result set, which would indicate the different types of records that had been selected?

  Sunday, August 4, 2013 2:07 AM