0
votes

I'm trying to create a multi-select field on the customer record whereby the user can select which of the customer's contact will receive an email notification etc...

Have created a custom entity multi-select field, but cannot get it to filter to only show the current customer's contacts.

I've tried filtering:

Company compared to field Company Company Name compared to field Company Name Name/ID compared to field Company or Company Name

I either get no contacts, or the list is populated with every contact regardless of whether it's linked to the company.

ScreenSchot

1

1 Answers

0
votes

enter image description here

This screenshot is self-explanatory, but I need to enter text to allow sumission...