Display a List of Contacts Assigned to the Current Customer Record

The requirement is to display a contact dropdown on the customer record that displays the contacts belonging to the customer record. Follow these steps to filter contacts by the current parent record.

1. Navigate to Customization > Lists, Records, & Fields > Entity Fields > New.
2. Label = Contact List
3. Type = List/Record
4. List/record = Contact
5. Store Value = T
6. Applies To = Customer
7. Under the Sourcing & Filtering tab:

• Filter Using = Parent
• Compare Type = equal
• Value Is = Current Record

8. Save and Apply to Forms.