Skip to main content
New Idea

Associated Records Filter during CTA creation

Related products:None
  • February 28, 2022
  • 0 replies
  • 17 views
DannyPancratz
Suvi Lehtovaara
revote
roopeg
  • DannyPancratz
    DannyPancratz
  • Suvi Lehtovaara
    Suvi Lehtovaara
  • revote
    revote
  • roopeg
    roopeg

[Customer request]:

 

Hi Team,

As per the current functionality, the filters configured in the associated account section is applicable only after creating the CTA.

The customer wants to limit the Associated Records to only show Accounts that belong to the hierarchy of this customer while creating the CTA itself. Can we please make sure Associated Record filters works during CTA creation?

 

Can you please check this use case.

0 replies

Be the first to reply!

Reply


Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings