Display Contacts Associated To The Account When Creating An Appointment From That Account
(Doc ID 2519370.1)
Last updated on DECEMBER 22, 2020
Applies to:Oracle Fusion Sales Cloud Service - Version 11.13.19.01.0 and later
Information in this document applies to any platform.
How to Display Contacts associated to the Account when creating an appointment from that Account:
Account > Activities tab> Create Appointment
on the newly created Appointment> click on Contacts tab
click Add Contacts button on the right
on the "Add: Contacts" window the search results should already show the Contacts related to the Account
The desired behaviour is already available in CX mobile.
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