How do I change the default quick form for the CustomerId field in Dynamics CRM 2013?

Question

The CustomerId field that comprises both the Account and Contact records defaults to the Contact Quick Form when creating new records from a Lookup field of that type.

How can I get the field to instead default to the Account Quick Form?

Answer 1

I encountered the same request from a client recently and after some unsuccessful searches we decided that we replace the field on the Form with Account field. Even though there is a Customer filed, there are 2 seperate fields to store Account and Contact by default in CRM.

Therefore we just removed/hid the customer field on the form and added the Account field. Once you populate the Account field, the customer field gets automatically populated.

Hope this helps.

Answer 2

This is what I've done to set up the Customer lookup to show only Contact records.

function Form_OnLoad()
...
preFilterLookup();
..
}


function preFilterLookup() {
Xrm.Page.getControl("customerid").addPreSearch(addLookupFilter);
}

function addLookupFilter() {

document.getElementById("customerid_i").setAttribute("lookuptypenames", "contact:2:Contact");
document.getElementById("customerid_i").setAttribute("lookuptypes", "2");
}

In case you want to add a filter to the records:

function addLookupFilter() {

document.getElementById("customerid_i").setAttribute("lookuptypenames", "contact:2:Contact");
document.getElementById("customerid_i").setAttribute("lookuptypes", "2");

var account = Xrm.Page.getAttribute("aux_account").getValue();

if (account != null) {

    var filter = "<filter type='and'>" + "<condition attribute='parentcustomerid' operator='eq' value='" + account[0].id + "' /></filter>";
    Xrm.Page.getControl("customerid").addCustomFilter(filter);
}

}

So, the changes I've done to migrate from CRM 2011 to 2013 are:

Add _i when you get the element by: document.getElementById("customerid_i")

Use new methods: addPreSearch and addCustomFilter

You can check these in msdn documentation and easily change code to show only Accounts.