FavoriteLindsay Kilgore asked in #Data ManagementOct 14, 2016, 5:30 PMCan 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.6 answersSortSort by DateSort by Most HelpfulSort by DateLoad more comments...Accepted AnswerSteve Molis (You Owe Me a Beer, Inc.)Oct 14, 2016, 5:36 PMLike this? Filter Criteria Lookup Contact: Account Name ID EQUALS Opportunity: Account Name IDShow MoreAdd a commentWrite an answer...BoldItalicUnderlineStrikethroughBulleted ListNumbered ListAdd linkCode blockInsert imageAttach filesLink URLCancelSave0/9000Reply
Accepted AnswerSteve Molis (You Owe Me a Beer, Inc.)Oct 14, 2016, 5:36 PMLike this? Filter Criteria Lookup Contact: Account Name ID EQUALS Opportunity: Account Name IDShow More