Re: Adding a column to Customer/Contact tables.

Method_Jason — Wed, 06 Nov 2013 20:46:27 GMT

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 screens. If 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

Adding a column to Customer/Contact tables.

MikeB — Tue, 05 Nov 2013 19:33:27 GMT

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

Method:Classic General Q&A

Re: Adding a column to Customer/Contact tables.

Adding a column to Customer/Contact tables.