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When creating a new Activity, I found that the Subject Merge was not working for the Email Template. When I looked at the field change function I found the logic missing for any Subject merging, only email body was there. I have fixed it for my instance by duplicating and modifying the Email Body merge character functions, but i wanted ...
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pdirect-
The CustomerType field is a text field(Linked) within the Contacts table as previously mentioned. I quickly tested this out and it seems to work fine. At this point i'm going to suggest going with paid consulting if you are still stuck.
-Michael
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I tried that already, but now there are no results shown at all no matter what view I'm in and no matter what filter selection I make. And the filter says it's a "text" field instead of a "dropdown".
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pdirect-
You will need to edit the grid and go to Step 3 of 9, here you can set the filter, which should be CustomerType contains Screen.CustomerType.
You will need to add this for all the filter views.
-Michael
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Mark,
Thanks for bringing this up. I was able to duplicate this issue and will create a ticket for it.
-Michael
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Mark,
I'll bring this up in our next meeting so we can discuss making this standard for the screen.
-Michael
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Hi KatesRealFood-
You will need to add the Transasction table as a detached grid to the customer screen. Right now since its attached it only show records for the currently selected customer but if you recreate the grid as detached you can filter it to show records where Entity contains FullName from screen.
-Michael
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Do you have instructions on how I can make this customer type field actually filter the data?
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This feature is not working if the button is placed in a section that is show as a tab.
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Can the filter header be enabled on the Contact and Customer Search Screens?