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How is the "Contacts with Related Account as Primary" List utilized in a lookup window? (Doc ID 2480385.1)

Last updated on DECEMBER 03, 2018

Applies to:

Oracle CRM On Demand - Version 031CS and later
Information in this document applies to any platform.

Goal

On : NA version, Customer Relationship Mgt.

How is the "Contacts with Related Account as Primary" List utilized in a lookup window?

In Quotes (custom object 04), we have a Customer Contact Name field that will lookup to the list of contacts under an account selected from the Customer Account Name field. The list that will be defaulted is "Contacts with Related Account as Primary".
I would like to apply the same setup to Activity object in which the same list will be displayed when I click the Contacts Lookupp. I tried checking the list in the Manage List under Contact but I did not find the list.
Can you help me on this?

Solution

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Goal
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