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How to add standard OVS field of Account BO to another BO's search query?

Hi Experts,

We want to add standard OVS field "Territory" from Account TI to "Advanced Search Filter" of Attendee OVS under Appointment QC.

Please let know how to achieve this. Thanks.

New Appointment -> Add Attendee -> F4 help on Name -> Advanced Filter Icon

Account -> Territory OVS Field


Keynes Austin

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1 Answer

  • Posted on Jul 20, 2016 at 01:06 PM

    Hello Keynes,

    Switch to the Adaption Mode and open the OVS for the Account.

    • If you see the "Territory" in the list of available fields just mark it and it will be there.
    • If you don't see the "Territory" it is not possible



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