Question

Adding Search Criteria on Business Opportunities Screen

  • 22 September 2023
  • 0 replies
  • 11 views

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I want to add a new search filter on the Business Opportunities screen to allow users to filter their opportunities based on the Customer Name entered in the Related Accounts table in the Involved Parties tab within the Business Opportunity (see screenshot).

Does anyone know the easiest way to do this?

 


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