I have a custom record where you select the follow...
# administration
j
I have a custom record where you select the following fields (Customer & Contact) But I'm having trouble filtering the
contact
pick-list to show all contacts listed on the Customer/Company Relationships > Contact Tab.
Custom Record Schema:
Field: Customer ◦ List/Record: Customer • Field: Contact ◦ List/Record: Contact ▪︎ Trying to filter this picklist to show only contacts listed on the relationships tab of the customer selected above
message has been deleted
w
I've done this by using the custom record field that holds the customer record in the Source List, and then setting Source Filter By to 'Parent'