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set customer field default lookup

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Posted on by sdnd2000

2,397

Hi, how do we set customer field default lookup. Currently, it points to contact by default, how can I set it to account.

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Community Member Microsoft Employee on at

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RE: set customer field default lookup

try this (unsupported but it should work)

https://dreamingincrm.com/2016/06/02/restricting-the-customer-lookup/
a33ik 84,323 Most Valuable Professional on at

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RE: set customer field default lookup

Hello,

Do you still have questions or this thread can be closed?
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a33ik 84,323 Most Valuable Professional on at

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RE: set customer field default lookup

As far as I know there is no supported way to do that and I'm not aware of unsupported to do that.
sdnd2000 2,397 on at

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RE: set customer field default lookup

sorry, that was a typo. I corrected
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a33ik 84,323 Most Valuable Professional on at

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RE: set customer field default lookup

Hello,

You wrote following:

>>it points to account by default, how can I set it to account.

Why do you need to repoint lookup to account if it is already pointed to account?

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