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Contact lookup for existing contact linked to another account

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Posted on by COOL

In my current setup, the Contact lookup in Case entity is based on the Customer, ie the values can only pick up existing Contact from the Account. As the Contact & Account is N:1, sub-grid have been added in Account form to add existing contact & link to the account. This is working fine and would like to have the same functionality in Case's Contact lookup.

How do I set the ability to pick-up Contact that is related to the Account, either the existing contact or primary contact in the case entity?

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Hi COOL,

I'm not sure what the same function means? "would like to have the same functionality in Case's Contact lookup".

So you want to primary contact related to account also can be shown in the contact lookup field of the case entity?

You said Contact & Account is N:1 relationship(Existing contacts sub-grid), More than that, Contact & Account have another relationship is 1:N(Primary contact lookup).

Only child contacts related with the account can be listed in the Case's Contact lookup, the parent contact cannot be listed.

If you want to view primary contact related to the account in case:

One way is adding the primary contact to the sub-grid;

Another way is creating a new 1:N relationship between Contact and Case, add the new contact lookup field to case form, then you can get primary contact from related account to the new lookup field in case.

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Hi Partner,

Can you click Yes under "Did this answer your question?" to close this thread if my answer is helpful.

Thanks.

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COOL 40 on at

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Thanks Leah, i want all contacts that appear in the Account Form be able to select in case, adding sub-grid wont help while N:N relationship will allow all contact open up for selection.

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