• Peter Grandt 4
  • 0 Points
  • Member since 2016

  • Chatter
  • 0
    Best Answers
  • 0
    Likes Received
  • 0
    Likes Given
  • 0
  • 1
Being able to create Account Contact Relationships has been very valuable for our org so that we can relate a single contact to multiple accounts. However, we currently have several lookup fields on the account object for related contacts (filtering eg; Account Decision Maker: Account ID equals Account: Account ID). I would to change these field's to look up an "Account Contact Relationship" instead of a direct contact, so that I can lookup indirect contacts and still meet a simple filter criteria. Another solution would seem to be to adjust my lookup field filter criteria to accept any contacts where any of the related account IDs match the record's ID, however this is not an option currently.

This seems to be a major shortcoming of the new ability to relate contacts to multiple accounts. Am I missing something, or does anyone know of a workaround aside from simply completely removing my lookup field filter?

Thank you.