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New Idea

Associated Records Filter during CTA creation

Related products:None
  • February 28, 2022
  • 0 replies
  • 17 views
FabRix
Kenneth R
mstone
Jeremie
  • FabRix
    FabRix
  • Kenneth R
    Kenneth R
  • mstone
    mstone
  • Jeremie
    Jeremie

[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.

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