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#Contact Lookup Field0 discussing

Hello Everyone! Question and maybe this has been done but my google-fu is not up to par today. Trying to see if its possible to do a Lookup filter on a contact field that will be on the log a call layout. A little context we are trying to narrow the lookup to just the contacts associated to the account whenever someone logs a call. Instead of it showing the most recently viewed. Unless there is something I missing about tasks/activities. Hope this makes sense!

 

#Log A Call  #Contact Record  #Contact Lookup Field

5 answers
  1. Feb 15, 2024, 6:09 PM

    In theory, you could create a custom Lookup(Contact) field on the Activity Object, and add a Lookup Filter to the custom field.  

     

    Then create a Record Triggered Flow, triggered by the Task Object, and add a Fast Field update that inserts the ContactId from your custom Lookup(Contact) field, into the standard Name(WhoId) field 

     

    Anyway, it's just an idea, I’m like Leonardo DaVinci, my mind is full of ideas...  although most of them are as useless as a Wooden Helicopter powered by ropes and pulleys. 

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When my Users create an Opportunity from a Contact related list, the Contact shows up in the Contact Roles related list on the Opportunity.  Is there a way to have the Contact also show up on a Contact Lookup Field on the Opportunity when the new Opportunity screen opens?  I can fill it in later with a Process Builder, but is there a way to have it populated when the new screen shows up?  Thanks

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2 comments
  1. Apr 7, 2020, 1:58 PM
    I can't use Action buttons as List buttons. I'm trying to make a List button that does this.
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I am trying to update a picklist field on Contact with the Stage Value of an Opportunity. We have a Contact lookup field on Opportunity, but I am unable to get to the field in question via Process Builder. Is there a way to accomplish this declaratively? (I can see other Contact fields, but not this one.)

 

Our use case: we use a specific Opportunity Record Type to track applications. We want to update the value of a Picklist field on Contact so that the value in that field matches the most recent application.

 

Thanks in advance!

14 comments
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