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Hi I used a subgrid to add Primary contact for an Organization. I created a view and selected view as a default for the subgrid (refer to image 1). However, when I click "Add Existing contact" button on the subgrid, it opens a look-up field with default to all records view (image 2). The business requirement is only to add primary contacts. For this purpose, when a user clicks "Add Existing Contact " I need to open the Lookup for the Primary contact view(refer to image 3). How can I set the lookup to display the "Primary contact " view (refer to image 3)? Thank you, Siva
image 1
image 2
image 3
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André Arnaud de Cal...
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Super User 2024 Season 2
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Martin Dráb
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nmaenpaa
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