Can special contact search criteria be configurated in CRMOD?
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