Filtering a lookup field

[Jack]

Hi everyone,

Has anyone looked at filtering lookup fields?

Essentially want i want to do is filter the primary contact on the
business form [crm 3.0] so that it only shows the clients of that
business, rather than everyone.

Is that possible?

Also, is it possible to add other lookups so that there could be
secondary contact, billing contact, manager contact... etc?

Thanks,
Jack

[Shawn Nulph]

Hi Jack~

You won't be able to do this with CRM out of the box. However, you may be
able to do this with SDK. I would try reposting this question to the
microsoft.public.crm.developer group and see if anyone from SDK may know
how to do this.

Regards,

Shawn Nulph | Microsoft CRM | Microsoft Dynamics

Microsoft Online Partner Support

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