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How to Filter Custom Record Contact field by Vendor

edited Jun 2, 2025 2:32PM in Ask A Guru 3 comments

Does anyone know if it is possible to have a custom contact field on a custom record filter by a vendor field?

I am looking to add a custom contact field (list/record, type contact) to a custom record, but I want that field to only pull contacts that are related to the vendor field that is identified on the custom record. Currently it will only allow me to apply a filter based on the Customer Field on my record...I'm guessing because the contact record itself is just recording that company field as if it was a customer?

Thanks

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