[DanDeHaven]

I've been able to source a Project's related Customer Contacts by creating a custom Entity field (Applies to PROJECT), field type = list/record (Contact), and using the Sourcing & Filtering criteria:

FILTER USING: Company

COMPARE TYPE: equals

COMPARE TO FIELD: Parent

This returns all the Project's related Customer's {parent} Contacts, which is the desired result. yay!

The new enhancement is for a similar custom field (on the Project record) that return's only the Project's Contacts.

I set up the custom field exactly the same way and altered the sourcing as such:

FILTER USING: Company

COMPARE TYPE: equals

COMPARE TO FIELD: Company

Which doesn't' limit the Contact list and includes all existing Contacts.

I tried a few other ideas but no luck so far.

Appreciate any help/insight!

Thanks!
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[mwhite@hgyp.com]

Ran across the same issue

[DanDeHaven]

Still haven't figured this out but ran into an unexpected issue with sourcing the contact from the Customer in that the Contact's Name is prefaced with the Customer's Name ie: "ABC Co : John Doe". which is not really what I wanted.

With the Customer name and the Contact names concatenated like that NetSuite doesn't allow me to put the value into a different Contact field saying it is an unacceptable value for the Contact list. Wish I could just get the Contact names without the prefaced customer name.

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