Forum Post: Filter by related records only when attaching a record

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ByronB

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Hi, we have a scenario where we have Account 1:M Contact and Account 1:M Opportunity and Contact M:1 Opportunity. If we crate an Opportunity (Based on a specific Account) and want to assign Contacts to that Opportunity we need to filter by the contacts that are only available for the Account being used for that Opportunity. Currently the Attach Contact shows all contacts across all Accounts. How can we filter only the related records?

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