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C4C How can i add new standard queries in the account, contact, opporutniy and quote search

Hi,

Is an Administrator able to set up a new standard query and make it available for all users in the relevant search screens like account, contacts, appointments, opportunities and quote search in a standard way?

Of course there are already quite a lot standard search queries but when adding extension fields etc. and having a customer that wants endusers all to use the same search queries it becomes a relevant question.

Kr. MJ

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1 Answer

  • Best Answer
    Mar 12 at 11:27 AM

    Hi Marie

    As an Administrator, you should be able to define "Custom" Queries for All users/Selective Users by using "Adaptation" feature for "Master Layout Adaptation" applicable for all users or "Page Layout Adaptation" applicable for selective users.

    You can find more details on this feature in Admin Guide.

    Regards
    Dedeepya

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