Remove contact relationship from Customer lookup field

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Hi experts,

In the case record, there is an out of the box system required field called "Customer"

Screen-Shot-2018_2D00_03_2D00_26-at-1.04.44-PM.png

When we select the lookup field we can choose both contacts and accounts. However I don't want the lookup to search for contacts. How can I remove this and have the field exclusively search for accounts?

Screen-Shot-2018_2D00_03_2D00_26-at-1.05.02-PM.png

Thanks,

Jon

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Rawish Kumar 13,758 on at

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Hi Jon,

If its really needed you can create a simple javascript using preSearch function where you will get only accounts or contacts.

refer below:

www.powerobjects.com/.../restrict-customer-lookup-to-accounts-or-contacts-in-dynamics-crm

I hope this helps.

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RaviKashyap 55,410 Moderator on at

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Hi Jon,

There is no standard configuration to remove the contact reference from the customer field. You can however create a new field (lookup to account) and use this field instead of customer. You can then have a real time workflow to copy the value from this field to the customer field just to ensure the references to other related entities.

If you still want to use the customer field then the above suggested option should work for you.

Hope this helps

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Community Member on at

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Hi Rawish,

Thanks for your reply.

I followed the link you provided however, I'm getting the following error:

Thanks,

Jon

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Rawish Kumar 13,758 on at

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Hi Jon,

Looks like some syntax error. Kindly post the screenshot of the script. Make sure all braces are properly opened and closed.

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Community Member on at

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Hi Rawish,

Please find below the syntax screenshot:

Thanks,

Jon

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Rawish Kumar 13,758 on at

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Hi Jon,

Its to do with the Apostrophes , use below:

function defaultcustomer(){

Xrm.Page.getControl("customerid").addPreSearch(addFilter);

}

function addFilter()

{

var customerAccountFilter = "<filter type='and'><condition attribute='contactid' operator='null' /></filter>";

Xrm.Page.getControl("customerid").addCustomFilter(customerAccountFilter, "contact");

}

call this function on change on change event of customer field.

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Community Member on at

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Hi Rawish,

That worked.

Thanks so much!

Jon

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