Hello Everyone! Question and maybe this has been done but my google-fu is not up to par today. Trying to see if its possible to do a Lookup filter on a contact field that will be on the log a call layout. A little context we are trying to narrow the lookup to just the contacts associated to the account whenever someone logs a call. Instead of it showing the most recently viewed. Unless there is something I missing about tasks/activities. Hope this makes sense!
In theory, you could create a custom Lookup(Contact) field on the Activity Object, and add a Lookup Filter to the custom field.
Then create a Record Triggered Flow, triggered by the Task Object, and add a Fast Field update that inserts the ContactId from your custom Lookup(Contact) field, into the standard Name(WhoId) field
Anyway, it's just an idea, I’m like Leonardo DaVinci, my mind is full of ideas... although most of them are as useless as a Wooden Helicopter powered by ropes and pulleys.
