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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Account contacts filte...
Microsoft Dynamics CRM (Archived)

Account contacts filtered lookup

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Posted on by Community Member Microsoft Employee

I have a filtered lookup for contacts that partly works and I would like to know how to fix it. If a contact has been added to an account from within the account page the filtered lookup will work correctly. However if a contact has been created and then after the fact an account (or company) has been added then it will not show up in the filtered results. 

I am able to go into the look up more records portion and uncheck "filter by related" I can then find the person I'm looking for. 

When on the account page I am able to see the contact regardless of which way they have been added, but the filtered lookup only works if they have been added from the account page. Aside from the obvious "only add them from the account page" suggestion, what can I do to fix this?

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  • Suggested answer
    Nadeeja Bomiriya Profile Picture
    Nadeeja Bomiriya 6,804 on at
    RE: Account contacts filtered lookup

    Hi Adam,

    Please check if there are multiple Account lookup fields in Contact entity.  When manually populating the Account, you may be using a different field than the one used in Filtered Lookup.

  • Brian Poff Profile Picture
    Brian Poff on at
    RE: Account contacts filtered lookup

    Can you elaborate on how your filter is working? What field(s) is it filtering on?

    My first guess is that you aren't populating the same field/relationship on the account and contact form. In other words it sounds like you are filling the parentcustomerid field if you link them on one form and something else, such as primarycontactid on the other. This would make your filter only work in one of these cases.

    If you are using the Primary Contact field on the Account form that is setting the field "primarycontactid" on the account record. If you are using Account Name on the Contact form that is setting the field "parentcustomerid" on the contact record.

    There are other permutations but it's almost certainly this or something very similar. Either way whatever field you are filtering on in your filtered lookup is only being populated when you add the contact via the account form. If you can figure out what field you are actually populating when you link them from the contact form you can also add that field with an OR clause to your filtered lookup.

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