Filtered Lookup for Contacts in a Specific Account RRS feed

  • Question

  • I'm running CRM 2013 Online.

    I've been searching for a way to filter Contacts by the specific account for which they are associated. Specifically, when someone is adding a Contact to an activity or Opportunity, I want the Contact lookup to only search for contacts associated with that particular Account/Customer.

    All I've seen here is very vague responses and old posts with Jscript code for 2011. Can someone please help me with steps to take for doing this in CRM 2013 Online?

    Please keep in mind I am not a developer. I am simply a regular CRM user at a small company.

    • Edited by jr5805 Wednesday, November 5, 2014 6:39 PM
    Wednesday, November 5, 2014 5:26 PM

All replies