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Lookup Oppertunity Records based on Contact Field

New Member
Posts: 1
Country: United_Kingdom

Lookup Oppertunity Records based on Contact Field

Hi,

 

We have a custom field in the contact which is just a tickbox, lets call it "Tickbox"

 

We can create a lookup of contacts which shows us just the contacts with "Tickbox" ticked.

 

However we would also like to be able to lookup oppertunities where this "Tickbox" is ticked.

 

If the tickbox was on the oppertunity it would be much the same, however we don't want the tickbox there.

 

Is it possible to filter on this in the lookup?

 

Thanks in advance

Jack

Bronze Contributor
Posts: 1,394
Country: USA

Re: Lookup Oppertunity Records based on Contact Field

Are you wanting to find the opportunities that a person is assigned or all the people who are assigned to s specific opportunity or to any opportunity. 

 

If i is yourgoal to know which opportunity a person is assigned, that can be seen on the contact screen under the Opportunities tab.

John Purdy
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