Discussion:
Customer Relationship entity lookupsingle modification
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Chandana
2010-02-18 05:33:01 UTC
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Hi,

I need to handle the Lookup that is being used in Customer Relationship
entity.
It is a lookupSingle which has Accounts and Contacts in "Look for".
I need to remove Accounts and add users in the "Look for" option.
Where can i modify the URL to pass parameters to the lookupsingle.aspx?
Dave
2010-02-19 15:47:35 UTC
Permalink
Post by Chandana
Hi,
I need to handle the Lookup that is being used in Customer Relationship
entity.
It is a lookupSingle which has Accounts and Contacts in "Look for".
I need to remove Accounts and add users in the "Look for" option.
Where can i modify the URL to pass parameters to the lookupsingle.aspx?
Chandana,
Why don't you just create a new custom N:N relationship between users
and accounts, and use the native functionality in CRM to enables users
to select multiple users for each account? (I'd actually create a new
entity that is the intersection table between users and accounts, and
set up to 1:N relationships to that new entity... That way, you could
for example add a 'userAccountRelationshipType' field, which could be
a picklist of the various types of relationships you are trying to
track...)
HTH,
Dave

-------------------------------------------
David L. Carr, President
Visionary Software Consulting, Inc.
Cell: 503-351-4207
Email: ***@earthlink.net
http://www.vscrm.com

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