Adding Account To Lead Doesn't Constrain Primary Contact Search Results

(Doc ID 2330306.1)

Last updated on NOVEMBER 22, 2017

Applies to:

Oracle Fusion Sales Cloud Service - Version 11.12.1.0.0 to 11.12.1.0.0 [Release 1.0]
Information in this document applies to any platform.

Goal

On the Lead object, Primary Contact field search suggestions are not filtered by the Account, if the Account field is populated.

For example, when creating a Lead and setting the Account to 'Consulting', then the expectation is for Consulting's contacts to appear in this drop-down list of Contacts on the search field.

This functionality is already in place on the Opportunity and Activity objects, it does work on the Opportunity object., but this doesn't work on the Lead object.

How to get the same functionality from Opportunities to be exhibited on the Lead object?

 

Solution

Sign In with your My Oracle Support account

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

My Oracle Support provides customers with access to over a
Million Knowledge Articles and hundreds of Community platforms