[T.Watz]

Hi,

we have, on our transaction forms, a custom body-field that is of the type list/record of contact. We sell to companies so the main entity on any sales order is the company and we need a field to add buying contact from that company.

The issue we have is that a contact can have a primary company and then also be attached to several companies. Since we would like to avoid duplication of contacts and some contacts may be allowed to make purchases for several companies within their company-structure.

We want to filter our custbody_contact field so that it only shows contacts that are related to the entity on the transaction. This, however, only works towards the primary company for the contacts, not all related companies.

I have these settings for the custom body-field:

Type: List/Record

List/Record: Contact

Source list: Entity

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