Given a Contact record, what’s the easiest way to tell if they are also a Customer? I can try loading them as a Customer but that seems more cumbersome than necessary.
k
Kevin
03/28/2019, 9:48 PM
You could try using lookup fields and throw alert message which says, that you need
j
jen
03/28/2019, 9:50 PM
But I don’t know what the field is that tells me they are also a customer