CRM On Demand - Administration (MOSC)

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Is there a way to default the list in the Account Search Popup for certain roles?

edited Dec 11, 2014 11:44AM in CRM On Demand - Administration (MOSC) 2 commentsAnswered ✓

Hi,

I have two related questions.

Is there a way to default a list in the account search popup (.../OnDemand/user/AssocAccountPopup...) only for certain roles?  For example, some roles would see 'all my accounts'; but others would see 'all accounts'.

Is there a way for that default list to only show when adding a partner to the opportunity?

thanks!

tim

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