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    CRM 2013

    Is it possible to put a button on the accounts form, and when clecked a popup window appear with a filtered view for a custom entity.

    ie. if i have an account 123456, when i click a button on the form, a pop up window appears showing all related records from new_transets is shown.

    If this is possible, are there any tutorials or examples to look at ?

    Dont ask me .. i dont know

    Tuesday, November 5, 2013 1:10 PM

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    Why don't you use a sub grid

    Joe

    Tuesday, November 5, 2013 2:47 PM
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    Hi Joe

    There is a lot of custom entities linked to accounts, and rather than 'clutter' up the screen with data, I am trying to keep the main information on the account form, and just pop up associated data when it is required

    Dont ask me .. i dont know

    Tuesday, November 5, 2013 3:38 PM
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    Hi Pete,

    In 2011 you could use jscript to add buttons to a form http://www.netrisoft.net/2012/01/24/adding-buttons-to-a-crm-from-using-jquery/

    I don't know if this would work on 2013 especially tablets. I am just getting up to speed with 2013 myself at the mo

    Not sure MS be happy you add buttons on their new SPA look:-)

    2013 also loads scripts asynch so this can give added complications

    Good luck

    Joe

    • Marked as answer by Pete Newman Friday, November 15, 2013 9:51 AM
    Tuesday, November 5, 2013 6:42 PM