Configure Search for CTA Linked Object
None
It would be nice to be able to configure the search fields of a linked object in cockpit. Looks like this is only off of record name right now. The use case im running into is an internal ID that goes on the opportunity - most CSMs know this ID from other systems, not necessarily the name.
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I can think of several big clients that need the search to be better because it's difficult otherwise to find the right record to link.
This is in our short term roadmap and will be available very soon.
Thanks,
Nitisha
Enhancing linked object search will be available in summer release but removing "create new" is not in the roadmap yet. We can add it in the roadmap based on the number of customers asking for it.
Thanks,
Nitisha
Janet from HPE really needs to ability to search on IDs for opportunities as they typically have many opportunities with duplicate names, so it's very time consuming to try and find the right opportunity to attach
Both the new record and search on a different field.
This will be available in a patch, mostly by May end. I will confirm the exact date soon.
Thanks,
Nitisha
As Part of Summer release, we have added ability to Customize search fields(max upto fields).
Click here to get more details.
Regards,
Hitesh