Hi experts,
I have made a special party that allow you to add a contact as involved party in the sales quote. When you create a sales quote you have to add this role manually. My problem is when I try to choose this involved party because the system suggest me all contacts in the CRM. I can not filter the contacts for Customer Account and that makes the selection so difficult.
I tell that because when you add a product to a sales quote you can select 'related documents'. This makes the search so much easier.
Thanks in advance for your attention
Regards,
Daniel Lafuente