Account creation wizard - restrictive filter on record type for parent account

We are switching to Open Data and we also manage internal Account to create National or pan European Key Accounts as a parent of HCO.

As of today in the xreation wizard all the accounts are available for the parent (New HCP, the parent is mandatory but all the data are appearing including the internal accounts).

I order to secure the data and avoid hierarchy between VOD HCP and Internal HCO, we would like to have the possibility to customize the wizard creation to filter the look-up fields on Parent accounts.

This way ot also secure that the DCR generated when creating a VOD account will success.

Thank you


Please sign in to leave a comment.