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YOANA Popova
Cannot add a contact related to account without Direct checkbox
I want to add a contact, related to an account, as the contact of an opportunity, but I can only select the related contacts that have the checkbox “Direct” active. This checkbox I cannot see, edit or setup. Could you please suggest me a workaround?
There seems to be Look up filter for the contact field. Go to the Object (Opportunity) and field and relationship and search for the contact field and Deactivate the filter.
If this solution helps, Please mark it as best answer.
Thanks,
All Answers
There seems to be Look up filter for the contact field. Go to the Object (Opportunity) and field and relationship and search for the contact field and Deactivate the filter.
If this solution helps, Please mark it as best answer.
Thanks,