MarkBraithwaite
Wed Oct 25 01:06:02 CDT 2006
Hi
The script that was sent to me was really useful and I have used it on many
forms for opportunity, quotes, orders, cases.
The problem I am having is not seriuos however I was wondering what the
solution would be.
I insert the script onto the load event for Contracts. By doing this I can
only associate the Customer field with an account however the Bill to
Customer field still gives us the option of associating the Contract with
either the Contact or Account.
I tried inserting the script on the On Change event for this field. Is this
the correct solution? I would really appreciate any assistance.
Thanks
"Mark Braithwaite" wrote:
> Thanks for your reply. That was very easy to do, I was under impression that
> it would be difficult to achieve.
>
> I have also posted a question on hassels that I am having with setting up
> Workflow Rules. If you have any thoughts or possible recommendations with
> regards to this question, I would really appreciate it.
>
> Thanks again
>
> "Michael Höhne" wrote:
>
> > Yes, that's possible. Put the following into the opportunity's OnLoad event:
> >
> > crmForm.all.customerid.setAttribute("lookuptypes", "1");
> >
> >
> > --
> > Michael
> >
> > Web:
http://www.stunnware.com/crm2
> > Feed:
http://www.stunnware.com/crm2/atom.aspx
> >
> > ----------------------------------------------------------
> >
> > "Mark Braithwaite" <MarkBraithwaite@discussions.microsoft.com> schrieb im
> > Newsbeitrag news:5284CD3D-84E3-490B-A53C-8CDCEE3B1F58@microsoft.com...
> > > Hi
> > >
> > > We have noticed that you can associate the opportunity, quote, order &
> > > invoice with an account and a contact. We would like to associate only the
> > > account to these entities?
> > >
> > > For example, if you click on Opportunity, in the potentail customer Look
> > > up
> > > field, you can chose either contact or account to associate with the
> > > opportunity.
> > >
> > > Is there any way that we can restrict this so that only the accounts may
> > > be
> > > associated with these entities?
> > >
> > > Thanks alot
> >
> >
> >