Skip to main content
Topics#Customer ServiceAnjana Abhin의 질문
Anjana Abhin (Capgemini) 님이 #Customer Service에 질문했습니다
2015년 9월 28일 오전 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
답변 8개
  1. Pritam Shekhawat (PwC South East Asia Consulting)
    2015년 9월 28일 오전 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.
답변을 작성하세요...
0/9000