http://forums.method.me/cs/forums/13.aspxAsk technical support questions, how do I? Questions... Or anything else you want to know from the Method Team and other Method users.enCommunityServer 2007.1 SP2 (Build: 31113.47)http://forums.method.me/cs/forums/thread/28580.aspxThu, 27 Aug 2015 14:42:27 GMT3393c1ec-311b-4812-96cb-ad8c611bba4f:28580Method_Morty0http://forums.method.me/cs/forums/thread/28580.aspxhttp://forums.method.me/cs/forums/commentrss.aspx?SectionID=13&PostID=28580<p><span style="overflow:hidden;" id="mce_8_start"></span></p> <p><span style="overflow:hidden;" id="mce_0_start"><span style="overflow:hidden;" id="mce_10_start"></span>Hey Sarah,</span></p> <p><span style="overflow:hidden;">What you want listed on the Grid is the main customer per record, instead of the customers with all the related contacts. I hope I understood correctly. </span></p> <p><span style="overflow:hidden;"><span style="overflow:hidden;" id="mce_42_start"><span style="overflow:hidden;" id="mce_43_start"><span style="overflow:hidden;" id="mce_63_start"></span></span></span>You can do this by adjusting the filter for the grid.<span style="overflow:hidden;" id="mce_65_start"></span><span style="overflow:hidden;" id="mce_64_start"></span><span style="overflow:hidden;" id="mce_44_start"></span><span style="overflow:hidden;" id="mce_27_start"></span></span></p> <p><span style="overflow:hidden;"><span style="overflow:hidden;" id="mce_27_start"></span><span style="overflow:hidden;" id="mce_45_start"><span style="overflow:hidden;" id="mce_66_start"></span></span>Customize the Customers and Contacts List screen (CRM_CustomerList) and Edit the Contacts Grid.<span style="overflow:hidden;" id="mce_48_start"><span style="overflow:hidden;" id="mce_67_start"></span></span></span></p> <p><span style="overflow:hidden;"><span style="overflow:hidden;" id="mce_30_start"><span style="overflow:hidden;" id="mce_46_start"><span style="overflow:hidden;" id="mce_47_start"></span></span>Head over to Step 3 of 9: Filters:<span style="overflow:hidden;" id="mce_49_start"></span></span></span></p> <p><span style="overflow:hidden;"><span style="overflow:hidden;" id="mce_30_start"></span><span style="overflow:hidden;" id="mce_32_start"></span>Change the V<span style="overflow:hidden;" id="mce_31_start"></span>iew Name to &#39;Shared Active Customer Contacts&#39; <span style="overflow:hidden;" id="mce_33_start">and make sure that it is the default view:<span style="overflow:hidden;" id="mce_50_start"></span></span></span></p> <p><span style="overflow:hidden;"><span style="overflow:hidden;" id="mce_33_start"></span><img src="http://i.imgur.com/ZsPgHv5.png" height="496" width="666" alt="" /><span style="overflow:hidden;" id="mce_62_start"></span><span style="overflow:hidden;" id="mce_61_start"></span><span style="overflow:hidden;" id="mce_60_start"></span><span style="overflow:hidden;" id="mce_59_start"></span><span style="overflow:hidden;" id="mce_57_start"></span><span style="overflow:hidden;" id="mce_34_start"></span></span></p> <p><span style="overflow:hidden;"><span style="overflow:hidden;" id="mce_34_start"></span><span style="overflow:hidden;" id="mce_53_start"></span>Now click on<span style="overflow:hidden;" id="mce_37_start"></span> <span style="overflow:hidden;" id="mce_36_start">Insert Filter the field will be SpecialType.&nbsp;<span style="overflow:hidden;" id="mce_38_start">And the Filter properties should look like:<span style="overflow:hidden;" id="mce_54_start"></span><span style="overflow:hidden;" id="mce_52_start"></span><span style="overflow:hidden;" id="mce_51_start"></span></span></span></span></p> <p><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;" id="mce_39_start"></span><span style="overflow:hidden;" id="mce_40_start"><img src="http://i.imgur.com/2tABmwh.png" height="338" width="710" alt="" /><span style="overflow:hidden;" id="mce_56_start"></span><span style="overflow:hidden;" id="mce_55_start"></span><span style="overflow:hidden;" id="mce_41_start"></span></span></span></span></span></p> <p><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;" id="mce_40_start"></span>Let me know if that works for you.</span></span></span></p> <p><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;">- Mortaza<br /></span></span></span></p> <p><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;" id="mce_58_start"></span><br /></span></span></p> <p><span style="overflow:hidden;"><br /></span></p> <p><span style="overflow:hidden;" id="mce_3_start"><span style="overflow:hidden;" id="mce_18_start"></span></span><span style="overflow:hidden;" id="mce_28_start"><span style="overflow:hidden;" id="mce_29_start"></span></span></p>http://forums.method.me/cs/forums/thread/28572.aspxWed, 26 Aug 2015 21:54:26 GMT3393c1ec-311b-4812-96cb-ad8c611bba4f:28572sdmo0http://forums.method.me/cs/forums/thread/28572.aspxhttp://forums.method.me/cs/forums/commentrss.aspx?SectionID=13&PostID=28572<p>Hi there,</p> <p>We are having issues<span style="overflow:hidden;" id="mce_0_start"> with the out-of-the-box customer views in that it shows all customers AND contacts in one place. <span style="overflow:hidden;" id="mce_1_start">You can arrange the sort, but it doesn&#39;t always behave in a consistent manner. </span>We would prefer to have just the customers listed, and then drill down from there. How would I go about configuring that?</span></p> <p></p> <p>Thanks!</p> <p>Sarah</p>