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CRM 2013 - Change Quick Create connected to field RRS feed

  • Question

  • Hi,

    On Order form there is a "customerid" lookup field that linked to Account Entity.

    When I click on the field , the quick create opens the "Contact" Quick Create form.

    How I can set it up to open the Account Quick Create ?

    Thanks

    Wednesday, January 1, 2014 1:14 PM

All replies

  • Hi, did you ever figure this out? I'm also looking for the solution
    Friday, February 7, 2014 4:00 PM
  • Hi,

    I think that is not possible with the current release.

    See the section "Creating new records inline from a lookup" in the following msdn link.

    http://blogs.msdn.com/b/crm/archive/2013/10/15/new-capabilities-in-crm-lookups.aspx

    It defaults to contact quick create form

    Thanks,


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


    Wednesday, February 12, 2014 6:33 AM