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Filter Contact List on Estimate to Contacts on Customer Parent

edited Jun 2, 2025 2:40PM in Ask A Guru 9 comments

I have created a custom filed on Estimate to enter the contact associated to the order, I can see contacts directly on the customer, but i want to be able to filter to contacts on customers parent entity, I have tried various filter options in the Source and Filtering tab but none seem to get me contacts from the Parent only.

Any tips or trick on the correct Filter settings


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