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Topics#Data ManagementLindsay Kilgore 的问题
Lindsay Kilgore 提问于 #Data Management
2016年10月14日 17:30

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.

6 个回答
  1. Steve Molis (You Owe Me a Beer, Inc.)
    2016年10月14日 17:36
    Like this?

     

    Filter Criteria

     

    Lookup Contact: Account Name ID

     

    EQUALS

     

    Opportunity: Account Name ID
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