Skip to main content
Discovery

Customizing the "Customer Search" box

Related products:CS Rules Engine
  • June 21, 2017
  • 1 reply
  • 36 views
kellie_capote
steve_davis
joseph_siudzinski
dan_wiegert
tom_gerth
+3
  • kellie_capote
    kellie_capote
  • steve_davis
    steve_davis
  • joseph_siudzinski
    joseph_siudzinski
  • dan_wiegert
    dan_wiegert
  • tom_gerth
    tom_gerth
  • trevor_shand
    trevor_shand
  • denim
    denim
  • devin_stevens
    devin_stevens

steve_davis
I have a customer request to be able to limit the customer search box to just Global Ultimate Accounts. They have multiple subsidiaries and children accounts with similar names. When searching into this box, the user could never pinpoint the specific ultimate within the massive amounts of results. 



They have a global ultimate field in SFDC so my thought would be to allow a filter on that box to just (for example) look at Global Ultimate != Null. This could allow for other customizations to this search. 

1 reply

joseph_siudzinski
Forum|alt.badge.img+2
I just had the same use case come up so big plus one here!

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