Discussions
Contact Drop-Down List
I have created custom records in the past that required a "Contact" field. When creating the custom field I set "Type" = "List/Record" and "List/Record" = "Contact". On the form it shows the "Contact" field which allows you to type in part of the contact name to do a search. This works OK, but it's searching the database for all contacts, not just the ones related to the customer record.
The other day I noticed that when creating a Task from a customer record, the company fills in under the "Related Info" tab and there is a "Contact" field with a drop-down list, and the drop-down list is only listing the contacts within that company.