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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Require User to select...
Microsoft Dynamics CRM (Archived)

Require User to select Contacts only in a Customer Type Lookup

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Posted on by Community Member Microsoft Employee

We have a Customer Type Lookup on "Quote" entity, we require the user to be able to select Contacts only and not Accounts in "Lookup More Records" pop-up Window.Customer-Lookup-Window.png

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  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Require User to select Contacts only in a Customer Type Lookup

    Refer this:

    dreamingincrm.com/.../restricting-the-customer-lookup

    mscrmshop.blogspot.in/.../restrict-customer-lookup-to-select.html

  • Suggested answer
    tw0sh3ds Profile Picture
    tw0sh3ds 5,600 on at
    RE: Require User to select Contacts only in a Customer Type Lookup

    Hi,

    I think this is not possible in supported way. You can create a plugin that will throw exception if users tries to add account but you cannot filter out account

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