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Account Number Selection showing Contacts

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Posted on by sandeepc

5,076

When creating a new case and selecting a customer “in this case customer 201301” this is what they see. All those records are the customer contacts but they want the customer name only.

8080.test1.jpg

1055.test2.jpg

They have to scroll all the way down to find the customer name.

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PS 23,577 on at

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RE: Account Number Selection showing Contacts

Go to settings>>customisation >> customise the system>> entity>> account >> views >> quick find view>> add or remove columns
sandeepc 5,076 on at

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RE: Account Number Selection showing Contacts

XO COMMUNICATIONS =Account name

Cutomer = relationship type

201301=account number Can i get only account name and account number as marked in red.. for the above lookup records
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Community Member Microsoft Employee on at

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RE: Account Number Selection showing Contacts

In you code inverted commas ' and double quotes " are not correct. It's an issue of copy paste.

It can't be done using realtime workflow as clicking on lookup is client side operation.

Use below code:

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"); }
sandeepc 5,076 on at

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RE: Account Number Selection showing Contacts

can i write real time workflow to acheive this
sandeepc 5,076 on at

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RE: Account Number Selection showing Contacts

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”);

}
Community Member Microsoft Employee on at

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RE: Account Number Selection showing Contacts

The screenshot looks fine. Share the code
sandeepc 5,076 on at

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RE: Account Number Selection showing Contacts

any suggestions?
sandeepc 5,076 on at

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RE: Account Number Selection showing Contacts
Community Member Microsoft Employee on at

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RE: Account Number Selection showing Contacts

Share your code and where are you adding your javascript?
sandeepc 5,076 on at

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RE: Account Number Selection showing Contacts

how to add a custom filter to display only accounts in customer lookup???? i tried javasscript but its not affecting anyhting

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