Hello, I have a custom record created with an custom field called contact that is displaying all contacts in the system. Is it possible to have it show me contacts only related to the customer i have selected?
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Sam-I-Am
05/09/2024, 4:15 PM
You may be able to do that by using sourcing and filtering option. You will need some sort of flag in order to filter the data
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User2351
05/09/2024, 6:20 PM
Can i ask what do you mean by flag?
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Sam-I-Am
05/09/2024, 7:31 PM
Some custom field with specific values so you can filter them accordingly