Hi,
I am trying to limit the customers that are displayed in the 'Customer' lookup in the case entity. I have already restricted it to Accounts only and removed the contacts from this field, but I would now like it to just show Accounts that have a relationship type as 'Customer' (from the account entity).
Is anyone aware of if and how this could be achieved? I'm not a coder, so I am unable to write any scripts.
Appreciate any suggestions and help that can be offered.
Cheers, Will