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AlokV
Populating contacts associated with opportunity account
Hi All,
I have created a contact lookup on poortunity page. I want to populate only those contacts associated with opportunity account.
I tried with related lookup filters. It works fine when I enter some contact name in the lookup field.
I want to populate the lookup with contacts associated with opportunity account when there is nothing entered in the lookup field.
Is there any workaround?
Any help would be appreciated.
Let me explain again. I want to populate contacts associated with opportunity account even when there is no value in Primary Client Contact.
Regards,
Alok
I have created a contact lookup on poortunity page. I want to populate only those contacts associated with opportunity account.
I tried with related lookup filters. It works fine when I enter some contact name in the lookup field.
I want to populate the lookup with contacts associated with opportunity account when there is nothing entered in the lookup field.
Is there any workaround?
Any help would be appreciated.
Let me explain again. I want to populate contacts associated with opportunity account even when there is no value in Primary Client Contact.
Regards,
Alok
Did you use the Dependent lookup filters:https://help.salesforce.com/HTViewHelpDoc?id=fields_lookup_filters_dependent_lookups.htm&language=en_US
if you implement this and click on the magnifying glass to select contacts - it should only show the ones related to the Account(controlling field)
Yes Sonam, I have implmented for this lookup filters but this does not seem like working.
It does not display any value when I click on the magnifying glass if I don't type anything in Primary client contact. It displays no records were found even when I have many contacts associated to the opportunity contact. Please see the below screen shot.