I want to apply a lookup filter on Quote object on the lookup field "Contact". The filter should be such the Contact lookup dialogue box should only display the Contacts related to the Account mentioned in that Quote. What criteria should I apply?
I tried to implement this, but could not able to find a straight solution.
You can try below solution.
Create a new Lookup field (Account) on Quote object.
Once you select a Account lookup, the contact field will display only those contacts which are related to selected Account.
The only overhead here is, user needs to select extra Account field and then user will select the associated Contact.
Inside the Lookup Filter apply this Filter Criteria
"Lookup Contacts: Account ID EQUALS Quote: Account ID"