Hi.
I have in the 'Contact' an attribute level {Prime, Secondary} for
the contact person.
I need to display the primary contact person in the lookup
field on the Account entity, so the user does not have to
dive into the TreeView to open the 'Contacts' in order to see
the one who has the level=Prime attribute.
How do I do that (the lookup in the Account entity is merely a caption and a
1:N
relationship to the whole contact entity).
Thanks

Re: mapping prime contact by Thomas

Thomas
Thu May 08 02:36:09 CDT 2008

On May 7, 9:51=A0am, 4crm4 <4c...@discussions.microsoft.com> wrote:
> Hi.
> I have in the 'Contact' =A0an attribute level {Prime, Secondary} for
> the =A0contact person.
> I need to display the primary contact person in the lookup
> field on the Account entity, so the user does not have to
> dive into =A0the TreeView to open the 'Contacts' in order to =A0see
> the one who has the level=3DPrime attribute.
> How do I do that (the lookup in the Account entity is merely a caption and=
a
> 1:N
> relationship to the whole contact entity).
> Thanks

Hi

Its possible with a custom lookup using javascript (OnLoad Event Form
or Field) and fetchxml. There is a good example:
http://stunnware.com/crm2/topic.aspx?id=3DJSWebService