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Editorial Team
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Asked: 2026-06-11T13:21:36+00:00

I’m trying to set the default lookup entity in the form triggered by a

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I’m trying to set the default lookup entity in the form triggered by a multi-entity “Set Regarding” lookup field.

The javascript tweak set from the entity form is not enough for me, as most of the users work with the outlook integration of CRM. There is a “Set Regarding” option on any outlook email right click, which opens the CRM Lookup form.

(See Outlook integration)

I’ve done most of my customizations with javascript tweaks so far, but I can’t find any “Lookup” form that I could directly work with. Is there any other way to customize these forms ?

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1 Answer

  1. Editorial Team

    Unfortunately, that’s part of the Outlook Integration and isn’t able to be customized via the Personal Options (or any other known way). Additionally, there isn’t any JavaScript to get at to customize from your inbox.

    I hate to say it, but the only way I know of would be to write your own Outlook add-on to do this.

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