Question

Primary Contact search filter on account page

Hi all,

On the account page, I must filter the Primary Contact search.

Anyone knows how to do this ?

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3 comments

Dear Jerome, 

You would need to click on filter/folder button on the top of the page -> choose column "Primary contact" and insert contact you want to filter by instead of Supervisor (http://prntscr.com/nj6idk). 

Best regards, 
Dennis

I should have been more precise, what I want is to filter (by code) the Contact search that appear when clicking on Search link for primary contact on a specific account

Jerome BERGES,

The code for the lookup filter is in the BaseProfileschema in the 

getLookupConfig function. You can replace the AccountProfileSchema that inherits BaseProfileschema and override the function to adjust the filter. As an example of filter modification you may use article below: 
https://academy.bpmonline.com/documents/technic-sdk/7-13/using-filtration-lookup-fields-examples?_ga=2.152588281.1747773420.1557142599-2024248870.1557142599

Best regards,
Dennis

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