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Customize flex relate field

Question asked by Pierre Sottas on Dec 11, 2017
Latest reply on Dec 19, 2017 by Francesca Shiekh

Hello!

 

Due tu business logic, the leads lastname filed is not mandatory anymore but the account name is. So, i could make some changes to display the leads' account name as a link in all listviews but when it comes to some flex relate fields (like the one in tasks editview to link that task to a contact, an account, a lead or anything else), the field still display the first and lastnames from the leads. As most of them are empty, it's quite anoying.

 

How to change the behavior of the flex relate field to make it display also the account name when searching for leads ?

 

Thanks!

 

Pierre

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