Hey Everyone ill try to keep this as simple as possible
I have Module A (Contacts), B (Policy), C (Family Members)
I'm in Module A, with Modules B, C showing as a related list/section. Module C has 3 family members/records associated within Module A.
I go to the related list (Module B) to create a new policy and click on the multi-select lookup to add Module C Associations.
When the multi-select lookup opens up it shows Every Member from Module C.
My questions is this,
How do I organize this so when I go to associate/create a Policy (Module B) that only the associated family members (Module C) connected to the contact page I'm within (Module A) Show-up instead of all possible records from Module C?