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CRM 2013 customerid field on quote RRS feed

  • Question

  • How can you limit the customerid field to only show accounts as opposed to accounts and contacts on quotes/opportunities?

    It was ok in 2011 to use this but it doesn't work in 2013, any ideas? I don't want to create a new lookup for account.

    Thanks

        document.getElementById("customerid").setAttribute("defaulttype", "1");
        document.getElementById("customerid").setAttribute("lookuptypes", "1");


    Pete

    Tuesday, February 18, 2014 12:29 PM

All replies

  • You may achieve same functionality using JQuery is as follows and refer to page JQuery 1.4.1 and json2 files in your Form Properties

    $("#regardingobjectid").attr("defaulttype", "112");
        $("#regardingobjectid").attr("lookuptypes", "112");
        $("#regardingobjectid").attr("lookuptypeIcons", "/_imgs/ico_18_112.gif");


    Regards Faisal

    Tuesday, February 18, 2014 1:47 PM
  • didnt seem to work, even with jquery and json added and put to the top of the libaries

    Pete

    Tuesday, February 18, 2014 2:40 PM
  • Hi Pete

    Did you get the restriction on the customerid field working?

    thanks

    Pat

    Monday, September 8, 2014 2:09 PM
  • I got it working using the following two lines...

    document.getElementById("customerid_i").setAttribute("lookuptypenames", "account:1:Account");
    document.getElementById("customerid_i").setAttribute("lookuptypes", "1");

    Maybe this helps someone in the future...

    Monday, September 8, 2014 3:05 PM