Re: Existing Customers to Contact List

Anonymous — Mon, 20 Aug 2012 13:50:33 GMT

Sheila:
How do I make a change to this list to show only the Business name

Hi Sheila,

We've customized the grid on the stock customer list screen with a SQL Override to make it easy to view the Contact: Name, Full Name and Company Name. To change this you'll need to make a copy of the CRM_CustomerList screen and edit the Contact grid to delete the column for Contact / Customer / Company. Once you've deleted that column you can insert a column for the field Company Name.

Existing Customers to Contact List

Sheila — Fri, 17 Aug 2012 22:05:41 GMT

First, all my Customers are Businesses; this list is showing all of my contacts for each business, How do I make a change to this list to show only the Business name and not show the contacts unless I go to the Customer account?

Method:Classic General Q&A

Re: Existing Customers to Contact List

Existing Customers to Contact List