#13144
MSchappler
Moderator

Press the F11 key (or right mouse click on the CR Account blank field on this new entry and click Window > Define Columns) and set the Pick root for this column to /object/newviews/account/sales (or press F3 on this field and select Sales beneath NewViews > Account.

Click on the X on the Setup Columns window when finished and you will get only your sales accounts.

Repeat this step to change it back to all accounts or another account type.

Regards,

Martin