hi all
my organisation is using CRM 2015 Online and now a service delivery manager has asked me to create an extra (2 option) field on the case form named 'authorised user: yes / no' and to make only those contacts which are marked 'authorised user: yes' available in the look up field Responsible Contacts on the case form. This way the servicedesk employees can only pick one of the authorised users from the Responsible Contact field when they create a case.
Below in the screenprint a visual on the lookup field Responsible Contact in our case form.
Does anyone have any advice on how to accomplish the above request?
Many thanks in advance for all your suggestions