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• And more!
Check out this thread to learn more!
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Filter List by Customer
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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