Announcement

Collapse
No announcement yet.

Contacts filtered by Account

Collapse
X
 
  • Filter
  • Time
  • Show
Clear All
new posts

  • Contacts filtered by Account

    I have written a new form called Visit Reports so that our sales team can enter data based on customer visits. Currently when I select Contact it will show all contacts. I would like it by default to only show contacts linked to the Account like what happens on the Opportunities page. Note that I only want to allow a single contact here not multiple ones. I cannot seem to figure out how to do this!

Working...
X