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[CRM 2013] - force the field "Customerid" to create account and not contact RRS feed

  • Question

  • Hello,

    I want that the "+ New" button present in the field "Customerid" create automatically "Accounts" and not "Contacts":

    By default that's create contact !

    Thank you very much for your help.

    Regards,

    Jean-Michel 

    Friday, October 10, 2014 10:44 AM

All replies

  • Hi,

    A simple way around this (as you appear to be using CRM2013) is to remove/hide this lookup from your form and add the 'Account' lookup in its place. This will in-turn update the 'potential customer' field (which is what you are showing here).

    Rob


    MCTS. GAP Consulting Ltd. Microsoft Community Contributor Award 2011 & 2013

    Saturday, November 1, 2014 9:08 PM
    Answerer