campaign response from change default customer look up from default account to contact

(0) Share

Report

Posted on by Community Member Microsoft Employee

Hello

on the campaign response form there is a look up to customer which defaults to account entity

is it possible to have it default to contacts entity instead when selecting look up?

*This post is locked for comments

All responses (6)

Answers (0)

Suggested answer

MNarmeen 1,846 on at

Like (0)

Report

RE: campaign response from change default customer look up from default account to contact

Try this in your case:-

var control = Xrm.Page.getControl("customer");

control.getAttribute().setLookupTypes(["contact"]);
Suggested answer

MNarmeen 1,846 on at

Like (0)

Report

RE: campaign response from change default customer look up from default account to contact

E.g If you want to set "regarding" field in phone call to "contact" entity only.

var control = Xrm.Page.getControl("regardingobjectid");

control.getAttribute().setLookupTypes(["contact"]);

community.dynamics.com/.../186304

You can modify attributes according to your requirements.
Suggested answer

Nithya Gopinath 17,074 on at

Like (0)

Report
RE: campaign response from change default customer look up from default account to contact

Hi,

Try using the Javascript code below.

Xrm.Page.getControl("customerid").setDefaultView("ContactsViewGuid");

This sets the default entity type to Contact for the Customer Lookup.

See: https://community.dynamics.com/crm/f/117/t/190202
Community Member Microsoft Employee on at

Like (0)

Report

RE: campaign response from change default customer look up from default account to contact

sorry seems like there is confusion in the question; at the moment when selecting the look up if defaults straight to Account Entity i need it to default to contact entity instead.
MNarmeen 1,846 on at

Like (0)

Report

RE: campaign response from change default customer look up from default account to contact

Refer to this link

community.dynamics.com/.../159609
MNarmeen 1,846 on at

Like (0)

Report

RE: campaign response from change default customer look up from default account to contact

An unsupported way could be

nycrmdev.blogspot.com/.../changing-default-view-of-inline-lookup.html