Thursday, June 25, 2015

MSCRM 2015: Filter Contacts Out of Company Name Field on Contact Form



A client recently asked about the Company Name field on the Contact form: when you do a look up, it shows both contacts and accounts. Why would that be? Don’t we just want to see accounts here?
This is an out of the box field and you can see the description provided by Microsoft below. 

I think in most cases users would be choosing an account and not a contact for this field. If you have a lot of accounts and contacts in your system, it might be worthwhile and necessary to filter out the contacts so that users are only searching on accounts. You can also use this method to filter by other items like the state or country of the contact’s address. Opportunities and Quotes have a similar field called Potential Customer that can
be either an account or contact so you could follow the same procedure with a few tweaks for those forms. 

Add the following JScript to the OnLoad event of the Contact form.

function addEventHandler() {
    Xrm.Page.getControl("parentcustomerid").addPreSearch(addFilter);
}
function addFilter() {
        var filter ="<filter type='and'><condition attribute='contactid' operator='null' /></filter>";
        Xrm.Page.getControl("parentcustomerid").addCustomFilter(filter, "contact");
}

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