Skip to main content

Notifications

Announcements

Join us in the Community for an AMA: December 12th Register Today
News and Announcements icon
Dynamics 365 Community / Forums / Dynamics 365 general forum / Global Search vs Look-...
Dynamics 365 general forum

Global Search vs Look-up Search Create New Contact

(0) ShareShare
ReportReport
Posted on by Community Member Microsoft Employee

Hello guys,

I am new to Dynamics 365 so I have a question for you. I am using version: 9.1 online. 

Ekran-Resmi-2019_2D00_06_2D00_18-14.56.39.png 

  • When i use global search, lets say for a contact name which is MALI it shows some records but,

Ekran-Resmi-2019_2D00_06_2D00_18-14.57.02.png  

  • I would like to create a new one, from that result page. So i click that '+' button to create a new contact. 

Ekran-Resmi-2019_2D00_06_2D00_18-14.57.18.png

  • It opens up the 'Quick Create: Contact' form and sets the NAME of the contact what is searched (MALI) for which is a great feature.

Ekran-Resmi-2019_2D00_06_2D00_18-14.57.46.png

  • But when i am in the Main Account form and search a name (MALI) with a look-up field. 

Ekran-Resmi-2019_2D00_06_2D00_18-14.58.07.png

  • While i am in the Main Account form, i click that + button to create a new Contact.

Ekran-Resmi-2019_2D00_06_2D00_18-14.58.23.png

  • Again the 'Quick Create: Contact' pops up, but this time the name that i searched for ( MALI ) is placed in the field of Lastname.

What i would like to do is, when i search a contact in Main Account form and press + New button, the searched name should appear in the Name field. I can use any type of solution method.

P.S. : sorry for the inconsistent images, i had to translate them :/

-MALI

Categories:
Other Functionality
Applications and Add-ons
  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Global Search vs Look-up Search Create New Contact

    Much appreciated for your help and time :) eventhough it solves my problem it is just temporary.

  • Verified answer
    T.I.A Profile Picture
    T.I.A 1,760 on at
    RE: Global Search vs Look-up Search Create New Contact

    Good catch Molley. I've never noticed this before. When you do this the contacts full name = the value that get thrown into the lastname field, e.g. Mali Molley becomes the full name and the first name stays empty. Could you not just split the name manually? If not add JavaScript to the on load event handler on the quick create form to populate the first name if the last name has a value.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Join us in the Community for an AMA: December 12th Register Today

Quick Links

November Spotlight Star - Khushbu Rajvi

Congratulations to a top community star!

Forum Structure Changes Coming on 11/8!

In our never-ending quest to help the Dynamics 365 Community members get answers faster …

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,240 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,149 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans