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Filter List by Customer

in Ask A Guru 6 comments

Hi all

I hope everyone is well.

Quick question, I'm sure the answer to this is obvious but I just can't figure it out. When people are creating notes against a customer I want them to be able to select the contact at that customer that they have spoken to.

I have the customer contact list in place but it shows me all contacts from all customers.

Can someone explain which source and filtering options I use to achieve this?

screenshot below, many thanks in advance:


kind regards

Oliver

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