I have two Contact Record Types, Doctor and Patient. Patient layout has a required lookup field to Contact with a filter where Record Type Name = Doctor, so all patients have a value for Doctor. However, under my Accounts page related list for Contacts it now shows both Doctors and Patient records. I have them sorted by type which helps, but I want to break them into two separate related lists - one for Doctor and one for Patient. Is there any possible way to do that?
PS - I need both record types in Contacts as we do a lot of follow up through standard emails and via workflow email. That's why I have not created one as a custom object.
1 answer
Hi Robin,
I don't believe there's a way to filter related lists out-of-the-box in SFDC. Your sorting is your best option without having a custom related list built (as a Visualforce page that is placed right above the first related list).
