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Sreenivasulu Adipudi Display only active contacts on under Opportunity Contact Role
Hi Everyone,
We have a custom field named 'Status' in the Contact object. 'Status' is a picklist value with two values Active/Inactive.
My requirement is to display only Active contacts under the 'Opportunity Contact Role' related list.
I have created the following lookup filter on the Contract role object:
Contact: Status equals to true.
But it is all contacts including Inactive as well. The lookup filter is not working.
Please help me by providing a solution to this.
Thanks,
Sreenivasulu A.
We have a custom field named 'Status' in the Contact object. 'Status' is a picklist value with two values Active/Inactive.
My requirement is to display only Active contacts under the 'Opportunity Contact Role' related list.
I have created the following lookup filter on the Contract role object:
Contact: Status equals to true.
But it is all contacts including Inactive as well. The lookup filter is not working.
Please help me by providing a solution to this.
Thanks,
Sreenivasulu A.
Greetings!
In order to achieve this you might need to customize OpportunityContact Role related list.Otherwise,you need to create the section by using the Visualforce on which you can query the Contact roles with the Status as Active.
Reference:https://trailblazers.salesforce.com/answers?id=90630000000hmHoAAI
Kindly mark it as best answer if it helps so that it can help others in the future.
Warm Regards,
Shirisha Pathuri