Hello,
It is relatively easy to filter a Quote's Billing Contact Lookup based on the Quote's Billing Account.
Add a custom filter:
../custom/Extension/modules/Contacts/Ext/clients/base/filters/basic/filterContactByParentAccount.php
Then add that filter to the Record View:
../custom/Extension/modules/Quotes/Ext/clients/base/views/record/record.php
I'd like to do something similar for the Notes module when a Note is related to a Quote. I could do something similar but I don't know how to get the AccountID when extending the Note's record.php. Should I override the relate.js which would give more options for retrieving the parent Quote's AccountID, similar to this Community Post?
Thank you,
Justin Kuehlthau