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ReportHave created a custom entity with a Customer lookup field. We want to restrict the portal contact to only select accounts not contacts. How do I constrain the view this way?
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Have created a custom entity with a Customer lookup field. We want to restrict the portal contact to only select accounts not contacts. How do I constrain the view this way?
Hi Micah,
Instead of setting up as a Customer lookup field, I would suggest setting up as Account instead to fix this issue.
Thanks,
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