My Individual customers filter in C4C

[former_member583736]

Dear Experts,

In C4C, when navigated to the Individual Customers OWL through Customers --> Individual Customers, there is only one search query by standard " All Individuals ". I could not find anything like "My Individuals".

However, for Accounts and Contacts, there are search filters - "My Contacts" and "My Accounts" which display the records where logged in user is part of the account team of the accounts.

Please confirm if the My Individuals filter is not given by standard or I have missed something here.

If the filter is not provided by standard, is there a way to create a custom search query which displays only those Individual customers where the logged in user is part of the account team in any role.

Regards

Vishwas P

+91-9741900858

[arun02_12]

Hi vishwas-itelligence,

Only All Individual Customer query is provided in the standard.

Dynamic querying based on Logged in User is not possible.

Only was is restriction through Access restriction or Personalized queries.