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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Hide selecting Contact...
Customer experience | Sales, Customer Insights,...
Answered

Hide selecting Contact for potential customer when creating quote

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Posted on by Samantha73
Hi All
When creating a quote account and contacts appear for selection. Is it possible to hide the contacts so only accounts can be selected as potential customer?
Categories:
Microsoft Dynamics CRM
Dynamics 365 Sales
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  • Verified answer
    Muhammad Shahzad Shafique Profile Picture
    Muhammad Shahzad Sh... Most Valuable Professional on at
    Hide selecting Contact for potential customer when creating quote
    function filterLookup(executionContext) {
        var formContext = executionContext.getFormContext();
        var customerAttr = formContext.getAttribute("customerid");
        customerAttr.controls.get(0).addPreSearch(function() {
            var fetchXml = `
            <filter>
                <condition attribute="parentcustomerid" operator="null" />
            </filter>`;
            customerAttr.controls.get(0).addCustomFilter(fetchXml);
        });
    }
     
     

    Option 2: Field Security

     

    Go to Settings > Customizations > Customize the System

     
     

    Navigate to Entities > Quote > Fields

     
     

    Find the Customer field and edit its properties

     
     

    Under Controls, configure the lookup to only show accounts

     
  • Samantha73 Profile Picture
    Samantha73 on at
    Hide selecting Contact for potential customer when creating quote
    Tried field properties but no option to select views

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