This topic contains 1 reply, has 0 voices, and was last updated by MChammaTX 7 years, 2 months ago.
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Jordan Manningham- Contributions: 0
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One thing our sales reps would like is a subtab on contact records where they can view transactions made by the company the contact works at. It would be an easier alternative to opening the both the contact and customer record. I tried to create a sublist but I'm pretty sure the search is automatically filtered based on record being viewed/edited. Since we don't add contact records to transaction records, does this mean it's not possible using standard (non-custom) records?
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MChammaTX- Contributions: 0
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In the sublist page one of the last columns is called Field. If you can pass the Company field from the contact record that will override the contact id being passed. From there you need to add Customer as the an available filter on your transaction saved search.
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