Case form - Customer field lookup not customizable? RRS feed

  • Question

  • 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:



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


All replies

  • 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


    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
  • 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
  • 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