I want to restrict the list displayed in the Salespersons fields in a Lead, Customer, etc. forms to the actual sales persons only? Today, the select list displays the list of all active accounts.
I assume I have to set a kind of Salesman attribute to the account, and set a filter with this attribute to the field, but I could not find how.
NB: Not programming please. Only using the admin user interface.
Thank you for your help
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|Asked: 8/26/15, 7:18 AM|
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|Last updated: 9/9/15, 10:45 AM|