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ReportWe are using the Customer data type field to capture customer Accounts and Contacts. This poses a problem in setting up related filtering on lookup fields, where the system only allows me to filter against the Customer (Account) or the Customer (Contact).
If I choose to filter the lookup selection against an Account, and then create a record that tags a Contact as the Customer clicking through the lookup field results in a Query Builder error and it seems that there is no way to proceed with the lookup search as the error message keeps on popping up.
Is there some way to do dynamically filter lookup selections based on the Customer entity type?
Thanks in advance!
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