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Link Contacts and Accounts RRS feed

  • Question

  • Hello
    We have created a custom entity called "Projects". We have set up a Many-to-1 relationship for the Project with the Accounts entity so that we can allocate a Project to an Account.

    With the built-in Contacts entity we have entered several customer contacts and allocated all of them to an Account.

    We then created a Many-to-1 relationship in Projects to the Contacts entity.

    When creating a new Project record, clicking the drop-down for Contact shows all contacts in the CRM. We would like this to only show the contacts associated with the Account that has been selected in the new Project window.

    Is there a way to do this, such as creating a relationship like Project -> Account -> Customer.

    Many thanks.
    Monday, September 22, 2008 10:20 AM

Answers

  • What you are asking to do is a filtered lookup.  This is not available out of the box, but there is a really good solution out there from Stunnware (www.stunnware.com) that is highly recommended.. 

     

    Monday, September 22, 2008 11:26 AM
    Moderator

All replies

  • Hi Tim,

    Do you try to retrieve contacts from a lookup or a picklist?

    Thanks,

    Karlo
    Monday, September 22, 2008 11:20 AM
  • What you are asking to do is a filtered lookup.  This is not available out of the box, but there is a really good solution out there from Stunnware (www.stunnware.com) that is highly recommended.. 

     

    Monday, September 22, 2008 11:26 AM
    Moderator