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davemaxgdavemaxg 

Custom Object With Multiple Lookups to Account

I've created a custom object called Policy that has 2 lookups to Account.  One lookup is called Provider, the other is called Client.  Our company is a brokerage that works with a variety of Providers and Clients.

 

This is working well except for a few small issues.

 

1) It would be nice to be able to filter the lookup based on a field in the Account object.  I don't think this is possible, but if it is I would certainly like to know how to do it.

 

2) When looking at the Account record on salesforce.com, there are two separate related lists that come up.  Is there any way to supress these lists based on the value of an Account field or if there are no records to display.  It just makes the UI a little confusing.

 

Thanks,

 

David