Hide selecting Contact for potential customer when creating quote

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Posted on by Samantha73

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Hi All

When creating a quote account and contacts appear for selection. Is it possible to hide the contacts so only accounts can be selected as potential customer?

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Microsoft Dynamics CRM

Dynamics 365 Sales

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Answers (1)

Samantha73 2,914 on at

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Hide selecting Contact for potential customer when creating quote

Tried field properties but no option to select views
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Muhammad Shahzad Sh... 379 Most Valuable Professional on at

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Hide selecting Contact for potential customer when creating quote

function filterLookup(executionContext) {
var formContext = executionContext.getFormContext();
var customerAttr = formContext.getAttribute("customerid");
customerAttr.controls.get(0).addPreSearch(function() {
var fetchXml = `
<filter>
<condition attribute="parentcustomerid" operator="null" />
</filter>`;
customerAttr.controls.get(0).addCustomFilter(fetchXml);
});
}

Option 2: Field Security

Go to Settings > Customizations > Customize the System

Navigate to Entities > Quote > Fields

Find the Customer field and edit its properties

Under Controls, configure the lookup to only show accounts