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Former Member
Apr 25, 2018 at 09:05 AM

Followup document Account selection only Involved Parties

72 Views Last edit Apr 26, 2018 at 01:49 PM 2 rev

Hi,

From an Opportunity a new follow-up Sales Quote is created. But the Quote account selection should only show the Involved Parties maintained in the Opportunity. So limit the possible account from previous Opportunity maintained Involved Parties. Can you please help me how to set this up in SDK?

Kim