Displaying contacts related to accounts only while looking up reco

06-11-09, 05:30 AM

Fahad

is is possible to display the contacts related to a particular account only
while looking up records. currently it displays all the contacts in CRM even
if i have selected the account.

Please help as i really need to figure this out

06-11-09, 12:58 PM

Dave Ireland

Fahad,

Sorry, but no. You need something called a Filtered Lookup control, which
MSFT does not provide. Rumours insist that there will be one provided in
CRM 5 but that's a long way off, and it's still a rumour.

The folks at Stunnware (http://www.stunnware.com/) have one for sale, but
I've never used it so I can't comment on it's value.

Dave Ireland

"Fahad" <Fahad> wrote in message
news:9e19
[..]

06-11-09, 06:15 PM

Fahad

Thanks Dave. Your response is much appreciated!!

"Dave Ireland" wrote:
[..]

06-12-09, 03:31 AM

titbits

On Jun 11, 3:30 pm, Fahad <Fa> wrote:
> is is possible to display the contacts related to a particular account only
> while looking up records. currently it displays all the contacts in CRM even
> if i have selected the account.
>
> Please help as i really need to figure this out

Try the fix offered here - it works well (but unsupported....)

http://crm.georged.id.au/post/2008/0...-in-CRM-4.aspx

cheers
tb

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