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customerid lookup account only RRS feed

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    Hello all.

    I was looking for an opportunity to filter the customerid so it allows users to select accounts only. i have found some javascript customizations but none of them work.

    Can somebody help me out?

    (CRM 2013)

    Regards,

    Boudewijn

    Friday, February 13, 2015 8:17 AM

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    Hi,
    the standard lookup for customerid accepts both accounts and contacts.
    You have several ways:
    1) going unsupported with some javascript code that will modify the DOM in order to select only accounts (NOT SUGGESTED)

    2) create a small javascript that will clean the field and advise the user if he chose a contact

    3) create a brand new lookup pointing to account put in the form and hide the standard customerid field, after with some javascript, business rule or synchronous workflow copy the value from the new lookup to the customerid one.

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

    Friday, February 13, 2015 8:29 AM
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    Hi,

         Simplest is to create a custom field for account entity and create a business rule to copy the selected account value in OOTB field. No JavaScript required at all.

    Hope this helps.
     
     -----------------------------------------------------------------------
     Minal Dahiya
     blog : http://minaldahiya.blogspot.com.au/

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

     

    • Proposed as answer by Minal Dahiya Friday, February 13, 2015 8:32 AM
    Friday, February 13, 2015 8:32 AM