Happy Business Starts Here

Quoting in SFDC - Allow lookup to other Contacts

Well this request is the opposite of this RFE Smiley Happy


Bill-to and Sell-to Contact lookup fields on the Quote in Salesforce should first return matching Contacts related to the quote's associated Account. Then, it should allow searching of matching Contacts related to other accounts.

This is especially helpful when it comes to managing Resellers that may be a Parent Account, and provisioning licenses to end-user child accounts. Those Bill-to's may need to reference the Parent's Contact.


Community Manager
Status changed to: More Feedback Needed
Community Manager
Status changed to: Under Consideration
Zuora Alumni

This is possible today in the Product, to see Contacts in Accounts above and below the current Account (via the billing account hierarchy).

Zuora Alumni
Status changed to: Implemented