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Hello! So in a customer Portals we have an entity permission for the Portals logged user related accounts (Accounts entity permission). From this permission there is a child permission for the related contacts. Sometimes the logged user (Contact) set his "Company" field to an account of his own Portals list. Meaning he will show up in his own contact list in the Contacts page in the Portals. And in the "Company" field of the "Contacts" form he will be available as well.
What we need to do is don't allow the logged contact to appear in the lookup field, it causes trouble. I tried to make an entity permission to Contact - Self with no append or append to permissions, but it didnt work. The logged user still showing up in the lookup field. Any idea how to do this? Thanks!
can you use a filtered view in the lookup , filtering for contacts which are not enabled as a portal user? A contact appearing in the lookup field just means it is appearing in the lookup view so need to check what is the filter there
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