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Sourcing Problem on Customer Records
I'm trying to have a custom multiple-select list of Contacts on a Customer record... but I only want to list the Contacts associated with that Customer.
The problem is the Source List and Source Filter By do not have the option for Entity (or Customer) -- the closest I can find is "Parent". However, this doesn't show any results when I set those fields. Obviously leaving these Source fields empty returns ALL Contacts in the system.
Am I missing something?
Thanks,
Derek
0