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DemintDemint 

How to add fields to the Account Merge search results

Hello,

 

I wonder if anyone knows a way to modify (add fields to) the search results page that you get when you search for Accounts to merge [via Accounts >> Merge Accounts (in Tools section) >> Find Accounts]?

 

Thanks in advance

 

Demi

Best Answer chosen by Admin (Salesforce Developers) 
Going South.ax738Going South.ax738

I am afraid, its not possible to modify in current version, may be in future?

 

Its listed as "wanted" feature on ideaexchange.you can add support to it so that salesforce would consider it.

 

read on:
http://sites.force.com/ideaexchange/ideaView?id=08730000000BrCxAAK

One work around given here [ronaldp] is to add "Merge" to the beginning of each of the two accounts to merge. This greatly facilitates the search (i.e. Merge Customer Name). Then as a final step renaming the merged account back to it's original name.

Also, look on
http://ideas.salesforce.com/article/show/73128/Additional_criteria_for_merging

All Answers

Going South.ax738Going South.ax738

Goto app setup/customize/accounts/seach layouts and change the column selections for 'search results' & 'lookup dialogs' & 'search filter fields' etc as needed.
DemintDemint

Thanks Going South

 

However, all of these have the column selections I want but these selections do not seem to apply to the Account Merge search results (you can only access this search via the Account Merge link from accounts home)

 

Am I missing something?

 

Thanks

 

Demi
Going South.ax738Going South.ax738

I am afraid, its not possible to modify in current version, may be in future?

 

Its listed as "wanted" feature on ideaexchange.you can add support to it so that salesforce would consider it.

 

read on:
http://sites.force.com/ideaexchange/ideaView?id=08730000000BrCxAAK

One work around given here [ronaldp] is to add "Merge" to the beginning of each of the two accounts to merge. This greatly facilitates the search (i.e. Merge Customer Name). Then as a final step renaming the merged account back to it's original name.

Also, look on
http://ideas.salesforce.com/article/show/73128/Additional_criteria_for_merging

This was selected as the best answer
DemintDemint

Thanks Going South, I appreciate your time on this

I will vote for the idea!