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NSC | How to Link Estimates With Contacts From Contact Records

edited Jun 2, 2025 2:28PM in Ask A Guru


Scenario

The user would like to view related estimates and opportunities to Contact records. 

Related enhancement request is filed under Enhancement #131030.


Solution

As a workaround, To filter all estimates and opportunities linked with the Contact record, a custom sublist is required. The steps are listed below for your convenience.

Step I: Create a custom transaction saved search that will be used as custom sublist:

  1. Navigate to Lists > Search > Saved Searches > New
  2. Select Transaction
  3. In Criteria tab > Standard > Filter
  4. Type = is any of Estimates, Opportunity
  5. In Available Filters tab > Filter
  6. Select Contact (Primary): Internal ID
  7. Click Save

Step II: Use the saved search created above as a sublist

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