Out of the box on appointments, there are three fields that have multi-entity look ups (Required, Optional and Regarding). I am trying to make it such that a user can only select a Contact for the Required field and an Account for the Regarding field. Does anyone have thoughts or a solution, without going into custom code and that would work on mobile?
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I have the same question (0)Hello,
Try following approach - dreamingincrm.com/.../restricting-the-customer-lookup
Aric Levin - MVP
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