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Adding a column to Customer/Contact tables.

Last post 11-06-2013 2:46 PM by Method_Jason. 1 replies.
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  • 11-05-2013 1:33 PM

    Adding a column to Customer/Contact tables.

    I want to add a customer attribute called "IsDormant" to represent current customers that are classified as dormant. Here's the problem:

    • The Customer List screen is based on the Contacts table
    • The Customer Edit screen is based on the Customer table

    Which table to I add the "IsDormant" field to? Both? If both, is one linked to the other?

    I want to be able to filter the grid on the Customer List screen by Dormant/Non-Dormant, and I want to be able to change the parent account's status to "Dormant" in the "Edit Customer" screen.

    Thanks

  • 11-06-2013 2:46 PM In reply to

    Re: Adding a column to Customer/Contact tables.

    Hi Mike,

    Add your new IsDormant field to the Entity table first. You can then link it from the Entity table into the Contacts table. You will then be able to add the field to both the Customers and Contacts List and Edit Customer screensIf you take a look at the Contacts table, you'll see there are many fields that are set up the same way (linked from the Entity table). 

    Jason

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