Suggested by Ron Campbell Completed 

When popping a record in the Adapter, the current search functionality search all sfdc records for any matches, causing mismatches, especially with internal calls which can match other types of record names

We would like to be able to limit this search to specific fields in specific objects, such as Prospects, Leads, Account


Status details

Customers can use AMC Call Attached Data Searches specific fields and entities.  
Comments (1)
  • Ron,

    The Salesforce softphone layout is used to determine the objects that will be shown in the search.

    Agent Palette can be used to refine the search further.

    Best Regards,