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Source Contacts from Entity

edited Jun 2, 2025 2:29PM in Ask A Guru 7 comments

Hello everyone

Happy Friday, I hope you are all well.

Quick question -

We have just started using Quotes/Estimates.

When users are assigning a Primary Contact to the quote they can search in the Contact box for say 'Tom Smith', the issue is the the search box is searching for everyone named Tom on the system so starts returning results from different customers.

Is there a way to refine this search list so that it is just searching for contacts linked to the customer entity on the quote?

I have looked at creating a custom list, but the sourcing explanations are unclear and I cannot find any good tutorials on this matter. All help, as ever, very much appreciated.

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