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Former Member

Followup document Account selection only Involved Parties

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

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1 Answer

  • Apr 27 at 08:28 AM

    Kim,

    As it's a standard field on a standard screen it's unlikely that you're able to.

    Lewis

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