You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

Filter Contacts in Contacts Panel under Accounts Based on Contact Owner Role

in Sales 1 comment

Hello,

We are working in Oracle Sales Cloud (Redwood UI) and would like to filter the Contacts shown under an Account so that only Contacts whose Owner has a specific role are displayed in the Contacts panel.

Requirement:
On the Account details page → Contacts panel, show only those Contacts where the Contact Owner belongs to a specific role (for example, “Inside Sales”, “Account Manager”, etc.).

Is there any supported way to achieve this using cx-panel query filters.

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!