Account Task Is Not Filtering The Leads And Opportunities (Doc ID 1940998.1)

Last updated on NOVEMBER 03, 2016

Applies to:

Oracle Fusion Sales Cloud Service - Version 11.1.8.0.0 and later
Information in this document applies to any platform.

Goal

Create Interaction/Task for a specific Customer displays all opptys and not filtering the opportunities ("Related to" field) specific to this customer.

 

-Navigator > Customers, select and drill down on a customer record
-Select Interactions from the regional pane
-Create an Interaction
-Complete required fields
-For field "Related To", select 'Opportunity' from the pick list

-Go to the next field, click on the down arrow of the pick list and on the popup box, select "Search"
-Performe search and notice all opportunities regardless of the customer specific Opptys.

Expected Behavior:
Able to filter the opportunities relevant to the selected customer only

 

 


 

Solution

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