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

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Posted on by Community Member Microsoft Employee

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. 

pastedimage1610608427057v1.png 

  • Verified answer
    a33ik Profile Picture
    a33ik 84,321 Most Valuable Professional on at
    RE: how to change the default view associated with customerId field of incidents(cases)

    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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