Question

Filter "Client" on top left only on accounts

14:00 Feb 15, 2022

Hi,

How can we filter to left "client" field in opportunities to show only accounts for selection and not contacts or accounts ?

Damien

2 comments

Best reply

17:39 Feb 15, 2022

Hi Damien,

You can add this to the page attributes to remove the contact lookup option:

attributes: {
  "Client": {
    "multiLookupColumns": ["Account"]
  }
}

Ryan

17:39 Feb 15, 2022

Hi Damien,

You can add this to the page attributes to remove the contact lookup option:

attributes: {
  "Client": {
    "multiLookupColumns": ["Account"]
  }
}

Ryan

13:39 Feb 16, 2022

Ryan Farley,

Thanks, worked perfectly :)

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