Hi,
When you click the 'Search' button when establishing a 'Primary Contact' for an account. Can i filter the lookup to only show contacts that belong to the account record you are in?
Currently it returns a list of every contact we have in CRM.
I tried to do it via a business rule with no avail.
Thanks
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10:47 Apr 21, 2023
Hello Tom,
It's not possible to implement your business task with a help of basic system tools, the additional development will be needed.
The same question has been already discussed in a separate post on our Community, please refer to it in case you'd like to proceed with implementation by code.
Best regards,
Anastasiia
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