Wednesday, May 27, 2009

CRM: Easy IFrame

A client asked: Is there a way to show the contacts related to an account on the Account form?

Yes, this can be done using the IFrame functionality of CRM. See below for details:

* Create a new tab using Settings > Customizations > Account. This will be used to hold the IFrame with the related contacts. Add a section to the tab.

* Create an IFrame on the account form and name it "ContactFrame" (no quotes).

* Set the URL to "about:blank" (no quotes).

* Check "Pass record object-type code and unique identifier as parameters".

* Uncheck "Restrict cross frame scripting"

* Select the new Related Contacts tab / Contact List section to display the contacts.

* In the Form Properties > OnLoad event, add the following JavaScript:

var navContacts; navContacts = document.all.navContacts; if (navContacts != null) { = "none"; document.all.IFRAME_ContactFrame.src="/sfa/accts/areas.aspx?oId=" + crmForm.ObjectId + "&oType=2&security=852023&tabSet=areaContacts"; } else { alert("navContacts Not Found"); }

Save and publish this change. Go to the Workplace and open an account. Any related contacts should show in the Related Contacts tab.


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