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Constrain Contact search to the account

  • June 28, 2021
  • 2 replies
  • 26 views

prathap
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Hi Team,

 

When we add a custom field in Account  that has lookup on contact in C360 page attribute section, if we have an option to search the contacts. We have also have an option to restrict the data based on the Account fields but we cannot restrict it to specified account. This option will prevent CSM’s adding another account contacts which will be very helpful.

 

Thanks,

Prathap

2 replies

sai_ram
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  • Expert ⭐️⭐️
  • June 29, 2021

@prathap thank you for bringing this up here.


gopal_rao_kallepu
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Thanks for highlighting this @prathap, this can be a useful enhancement. We will add this to our road map.