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jmalcodray How do I display product records in look-up field, by record type??
We have two record types with our products based on hunter sales versus CRM up- and cross-sales. Two questions:
1. When doing the look-up from the field on Opportunity page, can product records in look-up screen that appears be displayed based on the role of the user? (This way, if it is a national sales user, one record type set of products would be displayed.)
2. Regardless of answer to #1 above, can the look-up screen be changed to drop the 'filter by' tool? Don't really need it on the screen -- but what would be ideal (assuming answer to previous question is NO) is to have a drop down with the two record types. So the user could pick between the two types of product sets.
Any and all comments are greatly appreciated.
Joe