Help Needed: How to use related lists in Potential Module
I am going a bit crazy trying to find a way to use a related list in the Potentials module.
Specifically, I have created a look-up filed for a "Vendor" so we can associate a "Vendor" (we actually use the vendor module for our sales channel partners) with a Potential.
Where I am running into trouble is trying to then have a look-up to select a specific contact from that "Vendor" with the Potential. I want to be able to click on the "Vendor Contact" field I created and have it list ONLY those contacts that are associated with that "Vendor". I want to have the "Vendor" and a specific contact at that "Vendor" associated with that Potential.
I have been trying to use related lists in various ways to get this to work but I keep running into dead ends.
Can anyone offer me a suggestion on how to accomplish this task.
Thanks in advance for your help.