how to change the default view associated with customerId field of incidents(cases)

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Posted on by Community Member

Hello CRM community,

I need some help..

Regarding CustomerId field of cases/incidents entity.

We already customized it to show only account records. Now users want to see one of the account views as default view for the field. I am not able to do it.

I am new to designer so i couldn't find how to do it. Thanks.

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a33ik 84,331 Most Valuable Professional on at

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Hello,

I'm afraid this type of change can't be done via customization and you would need to develop the JavaScript using setDefaultView method - docs.microsoft.com/.../setdefaultview

Good luck.

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