How To Filter Out The Current Account
Last updated on JULY 06, 2017
Applies to:Oracle Fusion Sales Cloud Service - Version 220.127.116.11.0 and later
Information in this document applies to any platform.
On : 18.104.22.168.0 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?
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