Hi

When entering campaign responses, and a user clicks on the customer lookup
field the form assistant defaults to accounts. I want this to default to
contacts. is this possible and how do i go about this please?

Kind Regards
Ridhima

RE: Campaign Response - Form Assistant by imumar

imumar
Thu Dec 27 05:28:00 CST 2007

Hi Ridhima,
I dont think form assistant can be customized to change the default entity.

Do check out following;
http://umarkhan.wordpress.com/2007/10/22/how-to-change-the-default-entity-in-lookup-window/
http://www.microsoft.com/dynamics/crm/using/customizing/formasstoptions.mspx

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uMar Khan :: CRM Freelance Consultant
Email :: imumar at gmail dot com
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"Ridhima Sood" wrote:

> Hi
>
> When entering campaign responses, and a user clicks on the customer lookup
> field the form assistant defaults to accounts. I want this to default to
> contacts. is this possible and how do i go about this please?
>
> Kind Regards
> Ridhima