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Topics#Data ManagementLindsay Kilgore의 질문
Lindsay Kilgore 님이 #Data Management에 질문했습니다
2016년 10월 14일 오후 5:30

Can someone give me a step by step answer in how to limit my lookup filter to a custom field in the opportunities object (main contact) to only show the contacts that exist in the account I'm creating the opportunity in? Thanks so much.

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  1. Steve Molis (You Owe Me a Beer, Inc.)
    2016년 10월 14일 오후 5:36
    Like this?

     

    Filter Criteria

     

    Lookup Contact: Account Name ID

     

    EQUALS

     

    Opportunity: Account Name ID
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