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Topics#Customer ServiceAnjana Abhin の質問
Anjana Abhin (Capgemini) が「#Customer Service」で質問
2015年9月28日 4:54

From Account screen, when the user create a Client account, it could be impossible to choose a Competitor, Partner or Advisor account as "Parent Account" (lookup).

Hi Team,

 

I have 3 record type called 'Client','Partner','Competitor' on account .From Account screen, when the user create a Client account, it could be impossible to choose a Competitor, Partner or Advisor account as "Parent Account" (lookup).

 

Please help me to do this.

 

Thanks,

 

Anjana
8 件の回答
  1. Pritam Shekhawat (PwC South East Asia Consulting)
    2015年9月28日 5:34
    @Anjana , Yes i know that. You can filter lookup records according to record type but it will do filter for all record type not for only client record type.
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