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Anu Raj.ax1269
Restrict contact lookup to show only contacts related to account in case object
Is it possible to filter out only contact related to an account in a case object. When a case is created from account, it has the account field in case populated with the account name/Id. I want to select contact and the lookup should only show contacts related to this account. Is this possible?
I have a filter criteria case: Account Name ID Equals Contact Name : Account Name : Account ID. Event then it is not working.
Create below filter criteria on Case > Contact lookup field
Case: Account ID equals Field Contact Name: Account: Account ID
I just reformulate like this :
On "Case / Contact" lookup field, modify and create the filter :
Field "Case / Account ID" [equals] Field "Contact Name / Account / Account ID"
Regards