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Microsoft Dynamics CRM (Archived)

Edit account Relationship Type option list

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Posted on by Microsoft Employee

Does anyone know if/how the Relationship Type default option list can be edited? The default list doesn't fit our needs. Thx!!

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  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Edit account Relationship Type option list

    Woohoo! That did it Drew. So much thanks!

  • Jharana Baliyar Singh Profile Picture
    Jharana Baliyar Singh 2,665 on at
    RE: Edit account Relationship Type option list

    Hi Tom,

    Yes through customiztion tab select account entities option set field there you can edit option set values as per your needs.

    Thanks,

  • Verified answer
    Drew Poggemann Profile Picture
    Drew Poggemann 4 on at
    RE: Edit account Relationship Type option list

    Hi Tom,

    This is a option set within the Account entity.

    Steps:

    As a System Administrator user or another role that allows customizations...

    1.  Go into Settings -> Customization

    2.  Custom the System

    3.  Under Components you will see "Entities"

    4.  Choose the Account entity

    5.  Select Fields

    6.  Find the customertypecode field

    7.  Edit this field and you will see the values of the option set you can change

    Screen-Shot-2016_2D00_11_2D00_24-at-9.17.04-PM.png

    Hope this helps.

    Thanks, 

  • Suggested answer
    PS Profile Picture
    PS 23,577 on at
    RE: Edit account Relationship Type option list

    Hi Tom,

    Go to settings>>customizations>>customize the system>>expand entity list>>expand account>>click on fields>>scroll and look for 'relationship type'>>double click to open>>edit the option set values , located at the lower half of the form (You can add values as well)

    Recommendation: Rename the existing values, do not try to delete. Deletion will remove these values from the accounts in the system having these values as part of relationship type field

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