Question

Creating lead to excisting account

  • 4 July 2023
  • 1 reply
  • 19 views

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Hi,

 

does anybody know how I can change the LOV filter? 

When i create a lead from existing account I need to kniw the account number and not the account name to be able to find it from the field level.

How can I change that to the account name?

Thanks for the help!


1 reply

Userlevel 6
Badge +13

I think it displays both, doesn’t it?  And you can filter on either account number (type in the Account field) or name by Clicking in the “Find” section

 

 

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