CRM On Demand - Administration (MOSC)

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Can special contact search criteria be configurated in CRMOD?

edited Aug 15, 2011 8:58AM in CRM On Demand - Administration (MOSC) Question

Can below contact search criteria be configurated in CRMOD?

When Sales create an opportunity, Sales search for contacts and select a contact from the picklist and to be associated to the opportunity:

Case 1: The contact pick shows the list from all contacts sharing the account hierarchy defined from Parent account relationship (e.g. z_Parent account field)

Case 2:  The contact pick shows the list from all contacts, and the contacts are sharing same ultimate master account (e.g. Global Ultimate DUNS or a new custom field)

 

When searching contacts from Search Action Bar:

Case 3: Enter any account name or number as the search criteria then show all contacts which share same account hierarchy defined from Parent account relationship

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