Method:Classic General Q&A

Re: Alt Contact from Customer Table

Method_Adam — Fri, 27 Sep 2013 20:16:15 GMT

Hi kturner,

You can use an SQL Override to show both the Contact fieldn and the AltContact field in the same grid column. This will allow you to search for either contact in the grid filter.

To do this, simply click the Advanced option on Step 2 of the grid wizard. See below for an example:

Hope this helps,

- Adam

Alt Contact from Customer Table

kturner — Fri, 27 Sep 2013 15:23:11 GMT

I have customized a new "Customer List" for my "Customers" tab. Instead of using the "Contacts" table, I am using the "Customers" table. I have done this in order to be able to make changes directly from the Customer List. My only problem is that we still want to be able to search for all contacts not just the primary contacts. It will not show Alt Contacts in this list. At this current time, it is displaying the "Contacts" field from the "Customer" table. What field should I be using from the Customers table to show all contacts?