Network Account Search
To help users easily identify accounts and select a territory, the following Network Account Search enhancements will be available with the 22R3.0 release for users with Adding Parent HCOs to Territory when Importing an HCP or HCO enabled:
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Platforms |
Description |
Before |
After |
|---|---|---|---|
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Browser (Classic, Lightning), iPad |
The address displays for each HCO listed in the Network Account Search parent account selector. |
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Browser (Classic, Lightning), iPad |
If Network Hashtags in CRM are enabled, the address and network hashtags display for each HCO listed in the Network Account Search parent account selector. |
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iPad |
When users select Add Account in Network Account Search, the improved account picker modal displays. |
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The following change will be available with the 22R3.0 release for users who are able to align accounts to territories:
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Platforms |
Description |
Before |
After |
|---|---|---|---|
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iPad |
The Network Account Search territory selector displays as a larger modal instead of a popover. The territory name and description display for each territory listed. |
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