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:

Platforms

Description

Before

After

Browser (Classic, Lightning), iPad

The address displays for each HCO listed in the Network Account Search parent account selector.

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.

iPad

When users select Add Account in Network Account Search, the improved account picker modal displays.

The following change will be available with the 22R3.0 release for users who are able to align accounts to territories:

Platforms

Description

Before

After

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.