Notes on Using Lookup Filters with Person Accounts | Salesforce
Notes on Using Lookup Filters with Person Accounts
Available in: both Salesforce Classic and Lightning Experience
Available in: All Editions except for Database.com.
If your organization uses person accounts, note the following:
Person Accounts don't support Contact filters; however, Person Accounts support Account filters. For example, if the Account field has a dependent lookup filter that's added to a Person Account, dependent lookups are supported. If the Contact field has a dependent lookup filter that's added to a Person Account, dependent lookups isn't supported.
Lookup filter criteria on Account Name only apply to business accounts, not person accounts. For example, if your lookup filter criteria is Account Name does not contain book, business accounts with “book” in the name, such as John’s Bookstore, are not valid, but person accounts with “book” in the name, such as John Booker, are valid and appear in the lookup dialog for the Account field. If you need to filter on the name for a person account, use the First Name or Last Name fields instead.
Use the Is Person Account field in your lookup filter criteria to restrict the valid values of a lookup field to one type of account (either person accounts or business accounts). For example, to restrict a lookup to only person accounts, include the following in your lookup filter criteria: Is Person Account equals True.
You can't package lookup filters that reference standard fields specific to person accounts, such as the Email and Title fields.