And here we go for another highly unsupported customization.
This one has the following assumptions:
- You know customerid is used only for showing contacts
- There is another field on the form to show accounts, named new_AccountId
- You want customerid to show only contacts from the selected account
- You have jquery, otherwise the code will be slighly different and longer, but it’s of course possible
Here’s the code to run in the onLoad of the quote form:
And your lookup is filtered!