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

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

Received Response
32
Views
2
Comments
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):

Howdy, Stranger!

Log In

To view full details, sign in.

Register

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