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I am working with a customer right now where we need to set the Lookup fields to use a specific Account View as we are filtering to only show a specific subset of Accounts. And we are able to do this for most entities; however, we are not able to do so on Quotes, Orders and Invoices, as these are all using the Multi-Party Lookup.
I would like to be able to change which view is used in a multi-party scenario. We have worked around this issue by creating single-entity lookups to Account and then using that field instead of the OOB Customer fields; however, this is not very efficient.
STATUS DETAILS
Declined
Administrator
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