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Topic: To only search for contacts from that particular Account when adding phone calls etc. in the Social Pane

1.  To only search for contacts from that particular Account when adding phone calls etc. in the Social Pane

Posted 04-20-2017 09:42 AM
  |   view attached
Hi all,

Is it possible to only have the suggestions that come up on the "Call With" lookup in the social pane to be ones from within the Account you are looking at?

Currently the suggestions show all contacts contained with the CRM so say if I searched "Martyn" all Martyns come up in the suggestions. Is there a way of setting it so only the ones from the Account I am on show up?

I have attached a screenshot for reference.

Thanks in advance.

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Nialh McCallum
Lawyer Checker
Tarporley
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2.  RE: To only search for contacts from that particular Account when adding phone calls etc. in the Social Pane

Posted 04-21-2017 05:19 AM
I've also had issues with this but haven't found an answer anywhere for it... fingerscrossed someone answers this thread :P

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Tom Eardley
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3.  RE: To only search for contacts from that particular Account when adding phone calls etc. in the Social Pane

Posted 04-24-2017 09:37 AM
I don't believe this is possible with out of the box configuration since it's a party list, not a lookup to say Accounts or Contacts. If it was, I think we'd be able to apply a filter against that lookup similar to how you do it on the form.

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Chad Weiner
CRM Consultant
Socius
Dublin OH
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