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Contact Lookup Help

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  • 1.  Contact Lookup Help

    SILVER CONTRIBUTOR
    Posted Feb 12, 2020 09:21 AM
    Good Morning, I am needing some help with our contact lookup fields on Opportunities, Cases and Quotes.  We currently have the field set to filter the contacts by the account used on the record.  On occasion our users need to have the ability to choose a contact that is not associated with the account on the record.  When I change the view to Active Contacts I am still only allowed to choose contacts associated with the account.   In previous versions our users could uncheck a filter box to open up the contact records available.  Since we switched our operations to the new UI, it appears this is no longer available.  Within the field properties the ability to allow users to remove the filter is still there.   I have considered using connections, however this is not a great solution for my users.  Does anyone know if this option is still available or if there is a work around.?  Thank you for your assistance.

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    Mandy Funk
    Business Analyst
    Wenger Manufacturing
    Sabetha KS
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    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 2.  RE: Contact Lookup Help

    Posted Feb 13, 2020 10:39 AM
    Hi Mandy,
    Although the option to enable/disable the filter appears when editing in the classic interface it is not available in the WYSIWYG form designer. It does not appear that this feature has made it to the UI yet. The only work around that I have found is to add the contact before the account to your record. This will allow you to select a contact from any account and then add your desired account. If you already have values in each of these fields (updating your record) then you'll need to remove the account value, change the contact, and re-add the account. Not the most efficient but it gets the job done and prevents you from having to use connections.

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    Scott Florance
    Business Applications Consultant
    KTL Solutions, Inc, Frederick MD
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    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 3.  RE: Contact Lookup Help
    Best Answer

    Posted Apr 17, 2020 04:54 PM
    Hey Mandy,

    Have you seen this: Lookup Filtering in UI

    I think it is what you were wanting.

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    Scott Florance
    Business Applications Consultant
    KTL Solutions, Inc, Frederick MD
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 4.  RE: Contact Lookup Help

    Posted Apr 20, 2020 11:10 AM
    Hi Mandy,

    Looks like Scott may have pointed you in the right direction but in case you still need assistance,  we have a solution that looks like it may fit your requirements, however we're cautious not to make any sales pitches here on the forum (to preserve the non-commercial aspect of it), so feel free to reach out to me directly at ryan.pennett@qgatesoftware.com to discuss your needs and we'll see how we can assist

    Regards,

    Ryan

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    Ryan Pennett
    Sales Manager
    QGate Software Limited
    Mission Viejo CA
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


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