My Oracle Support Banner

How To Filter Out The Current Account (Doc ID 2241999.1)

Last updated on SEPTEMBER 11, 2020

Applies to:

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


On : version, Accounts, Contacts, Households

When updating the Account within a Lead, the search option has a default record set of "Records where I am on the team". There currently isn't an option to change which record set is shown by default.
The customer would like the ability to change what record set is displayed by default when search for an Account to add to a Lead. How to achieve this?


To view full details, sign in with your My Oracle Support account.

Don't have a My Oracle Support account? Click to get started!

In this Document

My Oracle Support provides customers with access to over a million knowledge articles and a vibrant support community of peers and Oracle experts.