This topic contains 0 replies, has 0 voices, and was last updated by srussell 7 years, 7 months ago.

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    srussell

    I want to create a field for users to select a contact. The list should be filtered to allow all contacts on the customer itself plus parent, child, and sibling customers. I've only been able to filter for the customer itself, which is too limiting. Or to leave it wide open for all contact records, which is too prone to error.
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