Hi

Can I open the account details view from a lead?

I have previously created a lead from an account that already exists on the system and have the accountid stored in the lead table.

Is there any way of me running an event that will take the accountid and open up the account details form directly, something similar to when an account is created from a lead and it takes you directly to the contact details view.

Can this be done?

I thought that doing something like below

    Set objMainView = Application.MainViews.Add("Account:Account Detail", 0, False)
    If objMainView.ShowModal = mrOk Then
    End If
    Set objMainView = Nothing

but I can't get it to open up in the way a converted lead takes you to the Contact table.

Can anybody help?

Thanks

Dave

You don't need any code at all (not really). Just include the SLX_Common script into your code and use:

<p>OpenMainViewFromGridCrntID grdContacts, "CONTACTID", "System:Contact Details", 1, True 'DNL
 

For example. This will take whatever item is highlighted on grdContacts - then open the contact details main view and set it to this contact (opening it, if it's not already open). Or, if this isn't a grid, you can do the same:

      Dim objMainView<br />      Set objMainView = Application.MainViews.AddEx("System:Opportunity - Quote Details", 1, True, 1, dgQuotes.GetCurrentField("A2_OPPORTUNITYID"), "") 'DNL

So, this simply takes the view and the ID and moves to the view (again, opening it if required). Beware also - this is the MAIN VIEW NAME (Contact DetailS) - not the form Contact Detail. It needs to be the main view name and the MV itself will have a reference to the view to display (plus tabs etc).

Mike, your code wasn't for Account Details but I knew what you were doing....

I often use on a button or click of a control

DIM AID

AID = whatever the AccountID value control is databound to.Text or .LookupID

Application.BasicFunctions.SetCurrentAccountID AID

Which actually jumps you to the Main Account View....

Well, I don't to make it too easy do I And yes, the SetCurrentXXX will work - provided it's the A/C/O entities only of course.

Thanks for both the replies, they both work great but i've opted for RJ's slightly quicker option as I have the accountid easily to hand.

Thanks again.