Dear community,
When opening the Owner lookup on the contact page, the list is filtered by employees.
when we filter the contact page based on the owner lookup, the list is not filtered. Is this normal? What is the logic behind this, because we are unable to choose any of the non-employees contacts in the owner lookup.
How do we force this to only showing the employees?
Kind regards,
Yosef
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Dear Yosef,
Thank you for your question!
It seems that the filter that you have applied is not fully set up.
Please refer to this screenshot as an example on how you can filter all Contacts by the Owner field:
In case you would need a separate look-up created for your purposes, we would recommend visiting this Academy Article:
https://academy.creatio.com/docs/user/setup_and_administration/system_s…
In addition, you may find some useful information about advanced filtering here:
https://academy.creatio.com/docs/user/platform_basics/business_data/fil…
Hope this was useful for you!
Thank you!
Regards,
Danyil