Hi,
I desperatly and urgently need some help. I noticed that there is a 'Look up
Address' button on the a quote in CRM. This button allows you to pick from
the 'more addresses' and populate fields on the quote form.

I need similiar functionality on the contact form. Within a contact, I want
a 'Look up Address' button. When the user clicks that button, I want to be
able to select any of the more addresses that have been entered for that
contact's parent account, and then populate the address info for that
contact.

My address fields are mapped between the account and contact. However when I
create a new contact from within the account, I don't always want to use the
default account address for the contact. It is often the case that I want to
use one of the more addresses of the account for the contact. I know how to
add a button to isv.config, but I have no idea on how to create perhaps a .js
with a .aspx page and then reference it in isv.config. Perhaps the existing
functionality that is used for quote can just be copied and then modified.

PLEASE can somoene help me with some detailed instructions / guidance.
Thanks
Yolande

RE: Look Up Address buton for Contact Entity by RonaldL

RonaldL
Thu Mar 27 09:19:01 CDT 2008

Hi Yolande,

You will need to create a solution for this yourself, or let a
partner/developer do this for you. The solution will be to add a button in
the isv.config. This button will need to open a custom aspx page. Make sure
to use the passparams attribute to make sure that the id of your contact gets
sent to the custom page.

In the custom aspx page you will need to retrieve the addresses of the
contact from the crm webservice. You will need to use the retrievemultiple
method for this. Here's the link to a code example in the SDK for CRM 3.0:
http://msdn2.microsoft.com/en-us/library/aa680905.aspx.

Based on the result you will need to offer your end user a selection option
and as soon as the end user selects an address, then the address fields will
need to be set on the contact form. You can do this with javascript from the
custom aspx page. There are multiple examples available on the internet. Out
of my head I would say it looks like this:
window.opener.crmForm.all.address1_line1 = [value from address];

Hope this helps,
--
Ronald Lemmen - MSCRM MVP
Avanade Netherlands
http://www.ronaldlemmen.com/


"YolandeDP-SA" wrote:

> Hi,
> I desperatly and urgently need some help. I noticed that there is a 'Look up
> Address' button on the a quote in CRM. This button allows you to pick from
> the 'more addresses' and populate fields on the quote form.
>
> I need similiar functionality on the contact form. Within a contact, I want
> a 'Look up Address' button. When the user clicks that button, I want to be
> able to select any of the more addresses that have been entered for that
> contact's parent account, and then populate the address info for that
> contact.
>
> My address fields are mapped between the account and contact. However when I
> create a new contact from within the account, I don't always want to use the
> default account address for the contact. It is often the case that I want to
> use one of the more addresses of the account for the contact. I know how to
> add a button to isv.config, but I have no idea on how to create perhaps a .js
> with a .aspx page and then reference it in isv.config. Perhaps the existing
> functionality that is used for quote can just be copied and then modified.
>
> PLEASE can somoene help me with some detailed instructions / guidance.
> Thanks
> Yolande

RE: Look Up Address buton for Contact Entity by YolandeDPSA

YolandeDPSA
Mon Mar 31 02:47:00 CDT 2008

Hi Ronald,

Many thanks :) - this puts me on the right track.

"Ronald Lemmen" wrote:

> Hi Yolande,
>
> You will need to create a solution for this yourself, or let a
> partner/developer do this for you. The solution will be to add a button in
> the isv.config. This button will need to open a custom aspx page. Make sure
> to use the passparams attribute to make sure that the id of your contact gets
> sent to the custom page.
>
> In the custom aspx page you will need to retrieve the addresses of the
> contact from the crm webservice. You will need to use the retrievemultiple
> method for this. Here's the link to a code example in the SDK for CRM 3.0:
> http://msdn2.microsoft.com/en-us/library/aa680905.aspx.
>
> Based on the result you will need to offer your end user a selection option
> and as soon as the end user selects an address, then the address fields will
> need to be set on the contact form. You can do this with javascript from the
> custom aspx page. There are multiple examples available on the internet. Out
> of my head I would say it looks like this:
> window.opener.crmForm.all.address1_line1 = [value from address];
>
> Hope this helps,
> --
> Ronald Lemmen - MSCRM MVP
> Avanade Netherlands
> http://www.ronaldlemmen.com/
>
>
> "YolandeDP-SA" wrote:
>
> > Hi,
> > I desperatly and urgently need some help. I noticed that there is a 'Look up
> > Address' button on the a quote in CRM. This button allows you to pick from
> > the 'more addresses' and populate fields on the quote form.
> >
> > I need similiar functionality on the contact form. Within a contact, I want
> > a 'Look up Address' button. When the user clicks that button, I want to be
> > able to select any of the more addresses that have been entered for that
> > contact's parent account, and then populate the address info for that
> > contact.
> >
> > My address fields are mapped between the account and contact. However when I
> > create a new contact from within the account, I don't always want to use the
> > default account address for the contact. It is often the case that I want to
> > use one of the more addresses of the account for the contact. I know how to
> > add a button to isv.config, but I have no idea on how to create perhaps a .js
> > with a .aspx page and then reference it in isv.config. Perhaps the existing
> > functionality that is used for quote can just be copied and then modified.
> >
> > PLEASE can somoene help me with some detailed instructions / guidance.
> > Thanks
> > Yolande