Method:Classic General Q&A

Re: Custom Filter View Search not working as intended

alderby — Thu, 25 Sep 2014 06:03:51 GMT

Greg,

Thanks for responding. I figured out my problem. I had created a field with the identical name in the customer table without linking it to the contacts table. After I deleted and recreated the linked field it all worked.

Alan

Re: Custom Filter View Search not working as intended

Method_Greg — Wed, 24 Sep 2014 13:31:11 GMT

Hello alderby,
I would double check if there is data on the table. Export the data from the Customize > Integration Tools >Go to Import / Export… . You can get more information on exporting from our Help Center. The only other item I can think of is that the Grid Filter is incorrect. Are you able to post a picture of the grid filter you created for the field? It would have to be put on each of the four filters available. Here is a screen shot of the filter for Ship Address line 3.

Greg

Custom Filter View Search not working as intended

alderby — Tue, 23 Sep 2014 18:20:06 GMT

I've added a field to the customer table called RegionCenter and want to be able to search on the field RegionCenter and BillAddressState in the "search existing leads & customers" screen. I added the two fields to the area "search fields", added the two columns to the table grid and added the filter views for the two fields. The search for BillAddressState works perfectly but the custom field is not populated with any data even though entries exist in the customer table/field RegionCenter.

What am I missing here? Is there something I need to do to populate this custom field with data in the search grid? Any help will be greatly appreciated because there is a serious lack of documentation on doing any kind of customizations with Method. Many of the Webinar links that appear could answer some of my questions are broken links.

Alan