AnsweredAssumed Answered

Filter Contact of Related Module

Question asked by Greg DiFiore on Oct 27, 2016
Latest reply on Nov 2, 2016 by Cesar Obed Gonzalez N.

I created a new module called Customer Experience which is related to cases. This new module is also related to contacts.


When I go into cases and create a Customer Experience record it creates the link to the case but I need to create the link to the contact too.


I was trying to auto populate the relationship or at least auto filter. When I try to do the filter, I can't filter the contacts based on the account that is assigned to the case. Can anyone help?