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Set only contact entity or only Account entity customer field lookup in case / Opportunity for ms crm

March 11, 2016

Set potential customer look up field to only for contact entity record.

By default out of the box functionality gave a pop up with two entity type -contact & account for customer lookup field ,
if your requirement is to set only contact or only account as entity it can be done using javascript as given below ,

Both Contact and Account are viewed by Default 

Only Contact records are views
Only Contact is selected and read only

Both account and contact shown by default 
function disableaccountfromcustomer() {
debugger;
//timeout of 1sec
    setTimeout(function () {
debugger;
        var getid = $(‘#customerid_i’); //customer field id contain account and contact both view
        getid .attr(‘defaulttype’, ‘2’); // default advance find entity type to contact
        getid .attr(‘lookuptypes’, ‘2’); //change lookup view to contact
    }, 1000);

}

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