Tuesday, December 25, 2018

Sales rep is not Available when Creating Custom Record Saved Search Associated to Customer record

Make sure the custom field List/Record set to Customer not Entity.

1. Enter Label.
2. Set the Type to List/Record
3. Set the List/Record to Customer.
4. Check the Record is Parent box.
5. In the Display tab select the Parent Subtab.
6. Click Save.


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