Hi, by default CRM allows a user to select either account or contact when clicking on the customer lookup field.
I have been looking for a solution to have the Customer lookup only Accounts. I've added this line to my JScript, which works fine (I am aware this is an unsupported solution):
document.getElementById("parentcustomerid_i").setAttribute("defaulttype", 1);
document.getElementById("parentcustomerid_i").setAttribute("lookuptypenames", "account:1:Account");
document.getElementById("parentcustomerid_i").setAttribute("lookuptypes", "1")
This works fine on the Contact form. My issue is that this is not working for the Contact Quick Create form:
document.getElementById("parentcustomerid").setAttribute("defaulttype", 1);
document.getElementById("parentcustomerid").setAttribute("lookuptypenames", "account:1:Account");
document.getElementById("parentcustomerid").setAttribute("lookuptypes", "1")
You can see all I changed was the field name (parentcustomerid_i and parentcustomerid). Any suggestions?
Thanks in advance.