Hi all,

I got a lil question..
when searching for a contact on the case form, We choose the contact from
the customer lookup field - thats because we need to send an email via
workflow to the contact.
the problem is when we open the lookup view we always need to change the
search type to contact from account.
is there any way we can change the lookup window so that we'll get the
contact as the default lookup?
hope I made myself clear..

Tnx in advance, Guy s.

RE: Changing the Customer lookup View by imumar

imumar
Thu May 24 04:28:03 CDT 2007

Hi,
Use following pieace of code in your onLoad event of case form. Remember to
enable the event, save and publish it. Remember to replace the schema name of
the field correctly in the following code.

///////////////////////////////////////////////////
if (crmForm.all.customerid != null) {
crmForm.all.customerid.setAttribute("defaulttype", "2");
}
//////////////////////////////////////////////////
--
PLEASE do click on Yes or No button if this post was helpful or not for our
feedback.

uMar Khan
Email for direct contact: imumar at gmail dot com


"Guy Shokrani" wrote:

> Hi all,
>
> I got a lil question..
> when searching for a contact on the case form, We choose the contact from
> the customer lookup field - thats because we need to send an email via
> workflow to the contact.
> the problem is when we open the lookup view we always need to change the
> search type to contact from account.
> is there any way we can change the lookup window so that we'll get the
> contact as the default lookup?
> hope I made myself clear..
>
> Tnx in advance, Guy s.

RE: Changing the Customer lookup View by GuyShokrani

GuyShokrani
Thu May 24 04:35:01 CDT 2007

tnx umar, excellent.

"uMar Khan" wrote:

> Hi,
> Use following pieace of code in your onLoad event of case form. Remember to
> enable the event, save and publish it. Remember to replace the schema name of
> the field correctly in the following code.
>
> ///////////////////////////////////////////////////
> if (crmForm.all.customerid != null) {
> crmForm.all.customerid.setAttribute("defaulttype", "2");
> }
> //////////////////////////////////////////////////
> --
> PLEASE do click on Yes or No button if this post was helpful or not for our
> feedback.
>
> uMar Khan
> Email for direct contact: imumar at gmail dot com
>
>
> "Guy Shokrani" wrote:
>
> > Hi all,
> >
> > I got a lil question..
> > when searching for a contact on the case form, We choose the contact from
> > the customer lookup field - thats because we need to send an email via
> > workflow to the contact.
> > the problem is when we open the lookup view we always need to change the
> > search type to contact from account.
> > is there any way we can change the lookup window so that we'll get the
> > contact as the default lookup?
> > hope I made myself clear..
> >
> > Tnx in advance, Guy s.