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CRM 4 Primary Contact of Account Lookup filtered RRS feed

  • Question

  • Is there a way to filter the lookup on an Account, the Primary Contact lookup,  account_primary_contact under N:1 relationships?  Right now when I am in an account and click on the primary contact lookup it pulls up a list of all the contacts in CRM.  I would like it to just pull up contacts that have the accounts name as the primary account, like the contact list under details.  Or at least give a drop down of a global list and then a parent account list.  I just dont need to search through all of CRM to set a primary contact, I just want it to be a contact that is already listed underneath the account.  I appreciate your help!
    Monday, March 15, 2010 8:57 PM

Answers