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CRM Desktop Lite> Include Account Field in Contacts Search Results (Doc ID 2281361.1)

Last updated on MARCH 04, 2019

Applies to:

Oracle CRM On Demand - Version 031CS and later
Information in this document applies to any platform.

Goal

In CRM Desktop Lite, when searching for Contacts in the CRM Contacts the user would want to see also Account field in the search results.
Using Desktop Lite to synchronize Activities, we noticed that when we need to select a Contact there is no information regarding the Account which is linked to each contact; it happens very often to have the same first name and last name for multiple contacts.

So, in order to avoid a wrong association of contact, we would like to have on the screen the name of the Account linked to the contact.

Solution

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In this Document
Goal
Solution


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