Sign in
Microsoft.com
 
Microsoft
 
 
 

locked
Case form - Customer field lookup not customizable? RRS feed

 > 

  • Question

  • Question
    Sign in to vote
    0
    Sign in to vote

    Hello,

    I'd like to change the default lookup view for the customerId field on the case form but it is not an option on the properties of the field!

    I thought maybe it would export with the FormXML but even that doesnt include the info when I look at the customizations.xml.

    Any ideas?

     

    Here are some screenshots to clarify:

     

    However Service IS customizable:

    Thanks,

    Ben


    • Edited by BenPatterson Thursday, September 8, 2011 9:09 PM
    Thursday, September 8, 2011 9:08 PM

Answers

All replies

  • Question
    Sign in to vote
    0
    Sign in to vote

    The answer is you can't. Customer field is a unique one, it will give a option to choose an account or a contact. So there is no one view attached to it.

    But you can do that using javascript. Here is link

    http://bingsoft.wordpress.com/2011/01/13/default-customer-lookup-to-contact-in-crm-2011/

    I hope this helps.

    Amreek singh Senior CRM Consultant CDC Praxa Sydney,Australia http://mscrmshop.blogspot.com/
    • Proposed as answer by Amreek Singh Friday, September 9, 2011 12:41 AM
    • Marked as answer by BenPatterson Monday, September 12, 2011 4:06 PM
    • Edited by Amreek Singh Monday, September 12, 2011 11:12 PM
    Friday, September 9, 2011 12:41 AM
  • Question
    Sign in to vote
    0
    Sign in to vote

    The javascript would allow me to solve the problem of changing the view. Thank you.

     

    As a follow up, why is it a "unique one"? Do you know what makes it so I cannot attach a view to it?

    I need to know because I am working from the formXML (in the customizations.xml).

    (is there a field in the database? How would/could we find something like this out?)

    Monday, September 12, 2011 4:09 PM
  • Question
    Sign in to vote
    0
    Sign in to vote

    Its a customer look up which means you can attach a contact or an account to it. You cannot specify just one view to the control, the view changes based on account or a contact.

    I have a look and if I find something else, I ll post it on this forum.

    Amreek singh Senior CRM Consultant CDC Praxa Sydney,Australia http://mscrmshop.blogspot.com/
    Monday, September 12, 2011 11:17 PM