Hi Guys, was just wondering if the filtered lookup have been provided by the standard CRM 2011 system out of box. Just found some days back while I was implementing a requirement for a new client so thought to share it with you all. Follow the steps below for magic to unwind.
For filtering lookup field of contact related to the parent Customer(Account)
we use the following step for filtered record in this field.
step1-Go to the form of the customize entity and open Primary contact lookup field.
step 2-Go to the related record filtering section of the field property. Here you can see only show record where condition-you select Contact(Parent Customer (Accounts)) and select current record and you can also allow user turn off filtering by using check-box. Allow user to turn off filter.
step 3- you can also select different view from the view selector property of the field
After this save the form and publish the customization and you can see the magic that record filtered from the parent contact.
Hope this helps