Hello,
When creating an opportunity and adding the associated Account, we'd like the Contact field to then filter by the Contacts on that Account.
Is there a way to do this through configuration?
Thank you,
Brianna
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Hi Wouter,
Thank you, I knew there was a simple solution, it was just a matter of scrolling down!
You should be able to go to the form definition and double click on the contact field.
In the middle you should find the 'related records filtering' option.
[View:http://screencast.com/t/FcXgVi8GvEh:320:50]
set it to only show records where the account field on opportunities is linked between the contacts and the account via the account name field.
(disable allow users to turn off filter)
That should do the trick.
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