You are here: Integrating With CPQ Cloud > Accounts > Set Up Account Search Criteria

Set up Account Search Criteria

OVERVIEW

There is an option in Accounts that allows you to select fields to use when searching for Accounts. This list only includes standard account attributes. You can not add custom attributes from here.

ADMINISTRATION

  1. Navigate from Admin Home Page > Integration Platform > Accounts 
  2. Click the Customize Search button.
  3. Click Add.
  4. Select the account attribute(s) you want to add click Add.

  5. Specify an order number for the attributes.
  6. Change Search Attribute Labels: Type the new label in the appropriate Label field and click Update Delete Search Attributes:
  7. Click Translations to include translations for each label in all languages which your application supports.
  8. Click Update to make the changes permanent.
  9. Click Back to go back to the customizing search results page.

NOTES

RELATED TOPICS

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