tag:blogger.com,1999:blog-7208889.post4988904513750946430..comments2024-03-29T06:17:13.888+00:00Comments on New Style of CRM: The mysterious CRM Lookup (II)Jim Wanghttp://www.blogger.com/profile/15963866631960791206noreply@blogger.comBlogger28125tag:blogger.com,1999:blog-7208889.post-37668163624261346812023-02-07T14:49:42.833+00:002023-02-07T14:49:42.833+00:00Great! you explained this topic very briefly and u...Great! you explained this topic very briefly and understandably. I'm going to share this with our friends. Thank you for sharing! <a href="https://www.uncodemy.com/course/full-stack-development/" rel="nofollow">best full stack developer course in Noida</a>Ahana https://www.blogger.com/profile/11788323565067488513noreply@blogger.comtag:blogger.com,1999:blog-7208889.post-47389393411821950402015-08-13T10:24:33.625+01:002015-08-13T10:24:33.625+01:00học kế toán thực hành cấp tốc
học kế toán thực hàn...<a href="http://ketoanlongbien.com/i477-lop-hoc-ke-toan-thuc-hanh.html" rel="nofollow">học kế toán thực hành cấp tốc</a><br /><a href="http://diachihocketoan.org/lop-hoc-ke-toan-tong-hop-cap-toc-tai-ha-noi.html" rel="nofollow">học kế toán thực hành cấp tốc</a><br /><a href="http://diachihocketoan.org/dia-chi-hoc-ke-toan-tong-hop-thuc-hanh-tai-cau-giay.html" rel="nofollow">học kế toán thực hành tại cầu giấy</a><br /><a href="http://diachihocketoan.org/dia-chi-hoc-ke-toan-thuc-hanh-tai-thanh-xuan.html" rel="nofollow">học kế toán thực hành tại thanh xuân</a><br /><a href="http://diachihocketoan.org/dia-chi-hoc-ke-toan-thuc-te-tai-ha-dong.htm" rel="nofollow">]học kế toán thực hành tại hà đông</a><br /><a href="http://diachihocketoan.org/dia-chi-hoc-ke-toan-thuc-hanh-tai-long-bien.html" rel="nofollow">học kế toán thực hành tại long biên</a><br /><a href="http://ketoanlongbien.com/i533-trung-tam-dao-tao-ke-toan-thuc-hanh-thuc-te-tai-long-bien.html" rel="nofollow">học kế toán thực hành tại long biên</a><br /><a href="http://ketoanlongbien.com/i539-trung-tam-dao-tao-ke-toan-thuc-hanh-thuc-te-tai-hai-phong.html" rel="nofollow">học kế toán thực hành tại hải phòng</a><br /><a href="http://ketoanlongbien.com/i540-trung-tam-dao-tao-ke-toan-thuc-hanh-thuc-te-tai-bac-ninh.html" rel="nofollow">học kế toán thực hành tại bắc ninh</a><br /><a href="http://ketoanlongbien.com/i541-trung-tam-dao-tao-ke-toan-thuc-hanh-thuc-te-tai-tp-hcm.html" rel="nofollow">học kế toán thực hành tại tphcm</a><br /><a href="http://ketoanlongbien.com/i547-trung-tam-dao-tao-ke-toan-tai-quan-3-tp-hcm.html" rel="nofollow">học kế toán thực hành tại quận 3</a><br /><a href="http://diachihocketoan.org/dia-chi-hoc-ke-toan-tong-hop-thuc-hanh-tai-hai-phong.html" rel="nofollow">học kế toán thực hành tại hải phòng</a><br /><a href="http://diachihocketoan.org/dia-chi-hoc-ke-toan-thuc-hanh-tai-bac-ninh.html" rel="nofollow">học kế toán thực hành tại bắc ninh</a><br /><a href="http://diachihocketoan.org/trung-tam-dao-tao-ke-toan-thuc-hanh-thuc-te-tai-binh-duong.html" rel="nofollow">học kế toán thực hành tại bình dương</a><br /><a href="http://diachihocketoan.org/lop-hoc-ke-toan-tong-hop-thuc-hanh-tai-tp-bien-hoa-dong-nai.html" rel="nofollow">học kế toán thực hành tại biên hòa</a><br /><a href="http://diachihocketoan.org/khoa-hoc-ke-toan-tong-hop-thuc-hanh-tai-vinh-nghe-an.html" rel="nofollow">học kế toán thực hành tại vinh</a><br /><a href="http://ketoanlongbien.com/i559-trung-tam-dao-tao-ke-toan-tai-vinh-nghe-an.html.html" rel="nofollow">học kế toán thực hành tại vinh</a><br /><a href="http://ketoanlongbien.com/i583-trung-tam-dao-tao-ke-toan-tai-hue.html" rel="nofollow">học kế toán thực hành tại huế</a><br /><a href="http://ketoanlongbien.com/i584-lop-hoc-ke-toan-tong-hop-tai-da-nang.html" rel="nofollow">học kế toán thực hành tại đà nẵng</a><br /><a href="http://ketoanlongbien.com/i582-trung-tam-dao-tao-ke-toan-tai-da-nang.html" rel="nofollow">học kế toán thực hành tại đà nẵng</a><br /><a href="http://diachihocketoan.org/trung-tam-dao-tao-ke-toan-tai-da-nang.html" rel="nofollow">học kế toán thực hành tại đà nẵng</a><br /><a href="http://diachihocketoan.org/trung-tam-dao-tao-ke-toan-tai-quang-trung-hai-duong.html" rel="nofollow">học kế toán thực hành tại hải dương</a><br /><a href="http://diachihocketoan.org/trung-tam-dao-tao-ke-toan-tai-hien-nam-hung-yen.html" rel="nofollow">học kế toán thực hành tại hưng yên</a><br /><a href="http://diachihocketoan.org/hoc-chung-chi-ke-toan.html" rel="nofollow">học chứng chỉ kế toán</a><br /><a href="http://ketoanlongbien.com/i453-hoc-ke-toan-o-dau-tot-nhat.html" rel="nofollow">học kế toán ở đâu tốt</a><br />Quân Đàohttps://www.blogger.com/profile/11091386334449403258noreply@blogger.comtag:blogger.com,1999:blog-7208889.post-50508654134760418192012-09-18T10:47:08.702+01:002012-09-18T10:47:08.702+01:00Did anyone ever find a solution to Andy's comm...Did anyone ever find a solution to Andy's comment about double spaces? We have the same problem.STHhttps://www.blogger.com/profile/17323839458174811981noreply@blogger.comtag:blogger.com,1999:blog-7208889.post-38611109074850395132010-12-29T06:00:44.166+00:002010-12-29T06:00:44.166+00:00I want to filter Existing Activity Lookup view on ...I want to filter Existing Activity Lookup view on Cases, this scenario is different as i want those activities only which are related to the Customer of the case.Unknownhttps://www.blogger.com/profile/18157528937471230031noreply@blogger.comtag:blogger.com,1999:blog-7208889.post-24434366686223392912010-10-29T13:23:00.143+01:002010-10-29T13:23:00.143+01:00i need to filter a lookup field related to contact...i need to filter a lookup field related to contacts to show only the contacts with the type of sales person. Any ideas?<br />Thank youAlbaradahttps://www.blogger.com/profile/09069327525556443467noreply@blogger.comtag:blogger.com,1999:blog-7208889.post-7239508065785747762010-06-29T01:01:21.959+01:002010-06-29T01:01:21.959+01:00Jim,
Did you ever come across this?
If you hav...Jim, <br /><br />Did you ever come across this? <br /><br />If you have a record with two spaces in its name, like some of the MS Sample data (i.e. "Blue Company (sample)", which is a sample account in CRM Online), using the below script to get the name of that record when it's the value for a lookup field will remove the extra space. <br /><br />lookupItem[0].name = "Blue Company (sample)", not "Blue Company (sample)" <br /><br />The extra space is gone.<br /><br /><br /><br />Strange, huh? Is this by design? You can actually see that the actual name property of the lookup field which is displayed in the lookup (the blue link text) is also missing the extra space. As a matter of fact, you can put 10 spaces in the name field, but in lookups it will show up with only one space. <br /><br />I guess it's for neatness, but it makes this filtered lookup code break.Andyhttps://www.blogger.com/profile/05106573133325535856noreply@blogger.comtag:blogger.com,1999:blog-7208889.post-12500979434865554182010-05-21T21:39:07.675+01:002010-05-21T21:39:07.675+01:00We have been using this method for quite some time...We have been using this method for quite some time on our Primary contact field on the account. <br /><br />We have recently added a lot of accounts and contacts and we now have almost 500,000 contacts. The filtered lookup window now takes 20-50 seconds to return the contacts for that account. Is this still the best way to filter the contacts? Is there a faster way to do this?Nathanhttps://www.blogger.com/profile/07168904105858293323noreply@blogger.comtag:blogger.com,1999:blog-7208889.post-9602042141420930942010-04-28T15:05:29.061+01:002010-04-28T15:05:29.061+01:00Hello Jim
I have a problem here while trying to im...Hello Jim<br />I have a problem here while trying to implement your approach. Would be great if you could give me a solution.<br />I have 'LKUP 1' based on which 'LKUP 2' has to be filtered. By using your approach, I am able to filter LKUP 2 based on LKUP 1. But the problem is that I dont want the user to be in a position to 'search' on the Lookup dialog. So I tried to add the condition, LKUP 2.lookupbrowse = 1. As a result, the lookup dialog does not display the Search option, but at the same time, the filtering does not happen, and I can see all LKUP 2 records instead of the filtered set. If I remove the above line of code, filtering starts to work again. Would you be able to give me some insights? <br /><br />Thank You<br />JijJijhttps://www.blogger.com/profile/12452001012697431423noreply@blogger.comtag:blogger.com,1999:blog-7208889.post-88220436141314726332010-02-25T15:35:08.704+00:002010-02-25T15:35:08.704+00:00Hi, Jorn Van Veelen
target.additionalparams = ...Hi, Jorn Van Veelen<br /><br />target.additionalparams = 'search=' + encodeURIComponent(name);<br /><br />This solve special charachter<br /><br />See youuvictorcampos30https://www.blogger.com/profile/07806176816934934894noreply@blogger.comtag:blogger.com,1999:blog-7208889.post-36626565488159720002010-01-20T21:19:43.437+00:002010-01-20T21:19:43.437+00:00Hi,
great solution. But it doest work if for exam...Hi,<br /><br />great solution. But it doest work if for example an account name has an "&" in it. Anyone who knows a fix for that?<br /><br />Thanks in advancedUnknownhttps://www.blogger.com/profile/01192602649292900252noreply@blogger.comtag:blogger.com,1999:blog-7208889.post-65213732012169217402009-11-05T09:41:30.871+00:002009-11-05T09:41:30.871+00:00Hi Jim,
Great solution, but... it skips some spec...Hi Jim,<br /><br />Great solution, but... it skips some special characters. <br />For example: Ä, Ö and Ü. So if the account name contains 'Käse', the lookup will be filtered on 'Kse'.<br /><br />Do you know if there's a solution available for this? Thanks!Jorn van Veelenhttps://www.blogger.com/profile/07419338998235116596noreply@blogger.comtag:blogger.com,1999:blog-7208889.post-51926229364086081582009-11-03T22:01:16.008+00:002009-11-03T22:01:16.008+00:00Hi, is it possible to filter on the subject lookup...Hi, is it possible to filter on the subject lookup? It brings up the lookupsubject.aspx page instead of hte lookupsingle.aspx..kennhttps://www.blogger.com/profile/02958372718897922805noreply@blogger.comtag:blogger.com,1999:blog-7208889.post-30431486423652505202009-10-14T07:50:27.232+01:002009-10-14T07:50:27.232+01:00JIM,
All is well, but thereis one more senario. ...JIM, <br /><br />All is well, but thereis one more senario. If i want to filter the lookup depending on two values then it is hard one. do u have any solution for this.Unknownhttps://www.blogger.com/profile/02480824072668830713noreply@blogger.comtag:blogger.com,1999:blog-7208889.post-27399711530349192602009-09-22T17:02:02.905+01:002009-09-22T17:02:02.905+01:00I want to filter out contacts in a lookup based on...I want to filter out contacts in a lookup based on a customised field; i.e. my customised contact entity has a new_StaffID attribute and I want to only look up contacts where new_StaffID is not null. All the examples I see are about matching to a positive value; can this be done?Unknownhttps://www.blogger.com/profile/10084580529373499938noreply@blogger.comtag:blogger.com,1999:blog-7208889.post-58296335197126022452009-08-26T22:30:23.901+01:002009-08-26T22:30:23.901+01:00Hello, I have added the following script that filt...Hello, I have added the following script that filters the target options based on the relationship it has with the source attribute. Everything works fine except that I have danish characters in the source attribute that the target attribute doesn't recognize. That is I look up in the S lookup =Æl and then in the P lookup it shows=[]l any ideas?<br /><br />Thanks,<br /><br />Patrick<br /><br /><br />Script onload form:<br />document.FilterLookup = function(source, target)<br />{<br /> if (IsNull(source) || IsNull(target)) { return; }<br /><br /> var name = IsNull(source.DataValue) ? '' : source.DataValue[0].name;<br /><br /> target.additionalparams = 'search=' + name;<br />}<br />and on change on the source attribute:<br />document.FilterLookup(crmForm.all.key_sid, crmForm.all.key_pid);Anonymoushttps://www.blogger.com/profile/04362433289371933947noreply@blogger.comtag:blogger.com,1999:blog-7208889.post-43319866820843515002009-06-30T10:30:55.936+01:002009-06-30T10:30:55.936+01:00Can this be used to select a lookup (say the paren...Can this be used to select a lookup (say the parent account on the account form) and default in the primary contact from the parent account you have selected? I think it can but am unsure exactly how it would work... ThxRosshttps://www.blogger.com/profile/14613177815850708381noreply@blogger.comtag:blogger.com,1999:blog-7208889.post-89010911140817084712009-06-05T11:34:44.147+01:002009-06-05T11:34:44.147+01:00Is it in any way possible to do this for a N:N rel...Is it in any way possible to do this for a N:N relationship?<br /><br />I've tried, but since there is no field for a N:N relationship to base itsUnknownhttps://www.blogger.com/profile/12836247977291562666noreply@blogger.comtag:blogger.com,1999:blog-7208889.post-84132966366930798142009-05-12T22:06:00.000+01:002009-05-12T22:06:00.000+01:00酒店經紀PRETTY GIRL 台北酒店經紀人 ,禮服店 酒店兼差PRETTY GIRL酒店公關 酒...酒店經紀PRETTY GIRL <A HREF="http://www.taipeilady.com/" REL="nofollow" TITLE="台北酒店經紀人">台北酒店經紀人</A> ,<A HREF="http://tw.myblog.yahoo.com/jw!qZ9n..6QEhhc0LkItOBm/" REL="nofollow" TITLE="禮服店">禮服店</A> 酒店兼差PRETTY GIRL<A HREF="http://www.mashow.org/" REL="nofollow" TITLE="酒店公關">酒店公關</A> 酒店小姐 彩色爆米花<A HREF="http://blog.xuite.net/jkl338801/blog/" REL="nofollow" TITLE="酒店兼職">酒店兼職</A>,酒店工作 彩色爆米花<A HREF="http://tw.myblog.yahoo.com/jw!BIBoU5SeBRs21nb_ajFpncbTqXds" REL="nofollow" TITLE="酒店經紀">酒店經紀</A>, <A HREF="http://mypaper.pchome.com.tw/news/thomsan/3/1310065116/20080905040949/" REL="nofollow" TITLE="酒店上班">酒店上班</A>,酒店工作 PRETTY GIRL<A HREF="http://tw.myblog.yahoo.com/jw!rybqykeeER6TH3AKz1HQ5grm/" REL="nofollow" TITLE="酒店喝酒">酒店喝酒</A>酒店上班 彩色爆米花<A HREF="http://mypaper.pchome.com.tw/news/jkl338801/" REL="nofollow" TITLE="台北酒店">台北酒店</A>酒店小姐 PRETTY GIRL<A HREF="http://www.mashow.org/" REL="nofollow" TITLE="酒店上班">酒店上班</A>酒店打工PRETTY GIRL<A HREF="http://www.tpangel.com/" REL="nofollow" TITLE="酒店打工">酒店打工</A>酒店經紀 彩色爆米花Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7208889.post-62456223349921291862009-04-22T11:24:00.000+01:002009-04-22T11:24:00.000+01:00Jim,
In a Phone Call form, when a user selects th...Jim,<br /><br />In a Phone Call form, when a user selects the Contact (in the "From" field) we want to automatically populate the parentcustomer ('company') in another custom field.<br />Since i am new to CRM customization i was hoping you could show me how this is done.Marc de Ruijterhttps://www.blogger.com/profile/05543616162518971750noreply@blogger.comtag:blogger.com,1999:blog-7208889.post-76538069492307558782008-12-19T00:43:00.000+00:002008-12-19T00:43:00.000+00:00I guess you cannot filter the lookup by date using...I guess you cannot filter the lookup by date using second approach.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7208889.post-60903952136989631942008-12-05T23:45:00.000+00:002008-12-05T23:45:00.000+00:00I love it. Thanks Jim!I love it. Thanks Jim!Natehttps://www.blogger.com/profile/01648257238251813331noreply@blogger.comtag:blogger.com,1999:blog-7208889.post-40939444962548586012008-08-08T05:23:00.000+01:002008-08-08T05:23:00.000+01:00This is the Request URL:http://crmserver/PITS/_con...This is the Request URL:<BR/><BR/>http://crmserver/PITS/_controls/lookup/lookupsingle.aspx?class=BasicCustomer&objecttypes=1,2&browse=1&search= 'fetch mapping='logical'' 'entity name='account'' 'attribute name='accountnumber' ' 'attribute name='name' ' 'filter' 'condition attribute='new_managementpersonid' operator='not-null' ' 'condition attribute='new_userid' operator='not-null' ' '/filter' '/entity> 'fetch' &selObjects=1&findValue=0&ShowNewButton=1&ShowPropButton=1&DefaultType=0<BR/><BR/><BR/>the error was Invalid parameter 'selObjects=1' in Request.QueryString<BR/><BR/>please help me, since this lookup field fetch from contacts and accounts i changed it to fetch only accounts.abipeterhttps://www.blogger.com/profile/04091056832395067365noreply@blogger.comtag:blogger.com,1999:blog-7208889.post-83075826208958711312008-08-07T10:12:00.000+01:002008-08-07T10:12:00.000+01:00Hi,I have modified the system lookup in Oppurtunit...Hi,<BR/>I have modified the system lookup in Oppurtunity to fetch only accounts and its working fine. However, i found that the new button is not working from the lookup browse window. any idea why its not working... <BR/><BR/>Thanksabipeterhttps://www.blogger.com/profile/04091056832395067365noreply@blogger.comtag:blogger.com,1999:blog-7208889.post-53800563787357437892008-07-07T23:27:00.000+01:002008-07-07T23:27:00.000+01:00Solved the first problem.You need to use the encod...Solved the first problem.<BR/><BR/>You need to use the encodeURIComponent(name) and then all characters will be transferred corectly to the Search box.<BR/><BR/>The second one I don't get working.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7208889.post-42756264277671353722008-07-07T23:10:00.000+01:002008-07-07T23:10:00.000+01:00If the account name has some international charact...If the account name has some international characters this first approach will not work. In the Search field the name shows up with small squares instead of the international characters.<BR/><BR/>I cannot get the second approach working at all. I get all the accounts, not only the one's belonging to my parent customer. After this it throws me an error when I close the form.Anonymousnoreply@blogger.com