Contacts filtered by Account

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  • rmorgan
    Member
    • Feb 2019
    • 41

    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!

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