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Source/Filter to List Company's Relationship sublist
I have a feeling this is really simple but am having a case of brain freeze.
We currently have a custom transaction body field called Primary Contact that is used on Opportunities. That field is currently configured to be sourced with the list of contacts at the company for the opportunity.
This solution however doesn't list all of the contacts that appear in the Relationships subtab of the company. It doesn't include contacts that were specifically attached from the Relationships subtab. For example, a contact from an outside consultant. Can the sourcing/filtering of the customer field be changed to include those additional contacts?
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