Advanced Collections - EBS (MOSC)

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Forms personalization to default view to different level

edited Jun 2, 2016 5:04AM in Advanced Collections - EBS (MOSC) 1 commentAnswered

Does anyone know how to do a forms personalization to default the 'view' in the Collections workbench? We run Collections at Bill To level, but usually the users need to search at Account level when a new form is opened or the form is cleared. I read Doc ID 1523093.1 which makes it sound like there's no delivered functionality for this so I think a personalization is required.

Thanks,

David

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