• Paul Wilkins.ax1025
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Hello Everyone,

 

I hope someone can help me.   I am on a screen for the creation of a Task.   I want to select a contact for this task.   When I do this I get the chance to search all contacts for this new Task.   What I want to do is restrict this to only contacts that are linked to the Account which this task is being created in.   So I think I need to use a Lookup filter on the contact so the searchable records are restricted.   The Contact has a look up relationship in the task that is Lookup(Lead,Contact).   So when I go to edit this I do not get the option to create a look up filter.   Is this due to the look up to the lead and contact?   Am I just not able to do this at this point?

 

Any ideas or experiences with Look up filters would be appreciated.

 

Thanks  Paul.