I have a custom object with a parent / child relationship to the account standard object.
On the custom object I also need to be able to record the relevant contact. I have added a lookup to the contact record and selected a filter of:
Contact: Account Name IDequals TestCustomObject: Account ID
This works in a way in that, when I select an invalid contact from the list it won't let me save the new custom object, however I want the lookup list to solely show contacts for the relative account - I don't want other contacts appearing in the list at all.
Does anyone know how to stop the invalid contacts from appearing?
As an aside is there any way to select more than one contact like a multi pick list?
Thanks for your help