Customer Engagement & Dynamics CRM Forum

Connections Set "Look For" Default Value

  • 1.  Connections Set "Look For" Default Value

    Posted Mar 19, 2020 11:41 AM
    Connections --> Connect --> Connect To: Name --> Look Up More Records --> Requirement to set "Look for" default to Opportunity.

    I've been doing research and most solutions deal with defaulting "Role" or creating additional Roles via JavaScript.  I have not come across anything as of yet regarding setting a default for "Look For".  Any comments or ideas on this?  A majority of our connections are Opportunities.  We are CRM 2016 v8.2.11.13.  Thank you...  

    William Zukas
    Qosina Corp
    Ronkonkoma NY
    Academy - Online Interactive Learning from Experts

If you've found this thread useful, dive deeper into User Group community content by role