Hello all,
In crm 3.0, we can choose different fields in different entities for
some lookup objects. For example, we can choose either contact or
account for parent customer field in contact form. In the same way,
for recipient field in a phone call activity, we can choose lead,
contact, user or account.

My problem is that i dont want to see some entities for lookup
objects. For example, i just want to choose contact or lead records
for recipient field, and i dont want to see the others(account or
user).

How can i do this? Thanks for all suggestions.

Michael Hoehne has a script you can add to the form that will set the default
value on a lookup field to the desired object type. It's posted on his site
at www.stunnware.com
--
Matt Wittemann, CRM MVP
http://icu-mscrm.blogspot.com


"mesgur" wrote:

I need precisly to create a lookup field similar to the example given: "For
example, we can choose either contact or account for parent customer field in
contact form".

I created a personlized entity so now I need to create a field wich I could
choose between an Account or a Competitor.
Is this possible to do? With .NET or just customizing?


"MattNC" wrote:

Pedro,

See "Client Side Scripting - Creating your own customer fields":
http://www.stunnware.com/crm2/topic.aspx?id=JS15

--
Michael Höhne, Microsoft Dynamics CRM MVP

Web: http://www.stunnware.com/crm2
Feed: http://www.stunnware.com/crm2/atom.aspx
Custom Lookup Dialog: http://www.stunnware.com/crm2/?area=customLookup
The JavaScript Snippets Directory:
http://www.stunnware.com/crm2/topic.aspx?id=JS13

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"Pedro. R." <PedroR@discussions.microsoft.com> schrieb im Newsbeitrag
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