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Is there an ability to filter the Account Name suggestions from Dynamic Choice List field

edited Aug 16, 2023 12:49PM in Sales 2 comments

Summary:

What I would like and wondering if it's possible to filter account name suggestions so it excludes inactive (status) accounts.

Content (required):

When our users are creating an Opportunity there are 3 fields on the create page layout which is based on Choice List (Dynamic) <OrganizationProfile>. When a user starts typing the account name there are suggestions given however it displays all accounts in the system. What I would like and wondering if it's possible to filter those suggestions so it excludes inactive (status) accounts.

Version (include the version you are using, if applicable):

23B 

Code Snippet (add any code snippets that support your topic, if applicable):

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