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Quoting in SFDC - Allow lookup to other Contacts
Status:
Implemented
Submitted by
Zuora-Community
on
01-13-2016
11:28 AM

Well this request is the opposite of this RFE 🙂
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.
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