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Add filter criteria in Browse action while using CPQ as Account Master — Cloud Customer Connect
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Add filter criteria in Browse action while using CPQ as Account Master

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Summary:

We are trying to consider CPQ as Account Master. Currently we don't have any CRM application to get customer information.

  1. While using Browse action we are not able to filter customers. We need to filter accounts based upon custom attributes created in Account section.
  2. How to add additional fields so user can enter values in those fields and return results will be filtered out. Currently only Customer Id and Company Name field display to provide search criteria.

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