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New Idea

Create filtering search box for MDA fields

Related products:CS Reports

samantha_braastad
Our customers can have multiple account set-ups within our products. When loading usage data into an MDA table, we can sometimes have multiple 'product accounts' associated to a single SF Account. Ideally, we would be able to search the data by either SF Account or 'Product Account'. My ask, is that we can label a column as a "filtering search column" so that as a CSM is tying a 'Product Account' name, the list of options to choose from narrows, similar to when searching SF Accounts.

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