Method:Classic General Q&A

Re: Customized Contact Drop Down

techconnect — Thu, 22 Jan 2015 16:02:53 GMT

Mortaza,

Found it in the screen editor - thanks for the information, I'll let you know how it goes.

Mike

Re: Customized Contact Drop Down

techconnect — Thu, 22 Jan 2015 15:51:17 GMT

Mortaza,

Thanks. I tried creating the dropdown in the Cases table but it only gave me three screens for options and didn't offer one for filters. I'll play around with it a little more and see if I can find it. Thanks for the quick reply.

Mike

Re: Customized Contact Drop Down

Method_Morty — Wed, 21 Jan 2015 19:46:53 GMT

Hi Mike,

When configuring the properties for the drop down box, on step 5 of 6 you can set filters. In your example you can choose the TagList field and set the filter to Contains and have it matching the tag you would like to use.

Mortaza

Customized Contact Drop Down

techconnect — Wed, 21 Jan 2015 18:28:15 GMT

Is there a way to create a customized drop down field in the Case Activities screen that returns contacts but only those with a certain tag? This is a new implementation of Method and we will probably have thousands of contacts in the database, but would only want this drop down to list those that have a tag equal to "Referrals". Any tips or ideas would be much appreciated - thanks.

Mike