CODEWITHSUNDEEP
dynamics-crmdynamics-crm-4
lasa jay
lasa jay

Reputation: 1

How to restrict Customer type lookup in CRM 4

By default customer type lookups allow both account and contact entity types. i just need to restrict the customer lookup on the quotation form so it only allows contacts. Is there a way to achieve this?

Upvotes: 0

Views: 1707

Answers (2)

pieeetr
pieeetr

Reputation: 82

For CRM 2011 the code is:

document.getElementById("customerid").setAttribute("lookuptypes", "1"); //Sets the "Account to default value"

Upvotes: 0

Matt
Matt

Reputation: 4686

From http://www.stunnware.com/crm2/topic.aspx?id=JS7:

"Put the following into the opportunity's OnLoad event:

crmForm.all.customerid.setAttribute("lookuptypes", "1");

This tells the customer lookup to only include the account (object type code 1). A value of 2 forces the lookup to only display contacts."

Upvotes: 2

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