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How can I add a Sourcing Filtering Relationships Tab Data on Customer Form?

edited Jun 2, 2025 2:30PM in Ask A Guru 7 comments

Greetings,

I've seen some other issues kind of like this, as is SuiteAnswer 90954, but I don't think any that are exactly the same...and thanks in advance if I've missed it or I'm just overlooking the obvious.

I need to add a custom field on a Customer form, where the user can select one of the Contacts listed in the Relationships tab of this same Customer. I've tried a variety of solutions but can't seem to get the list to do this...with any of my filtering attempts either ending up blank or with a list of all the contact in our system.

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