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:

Goal

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.
 

Solution

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