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Adding address info to List Builder

Last post 02-04-2013 11:57 AM by Method_Ashur. 0 replies.
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  • 02-04-2013 11:57 AM

    Adding address info to List Builder

    We received the following question from Angie:

    Can we include Contacts' address information in the List Builder so we can export the list and mail them cards?
    Hi Angie,

    Yes this can be done through customization. You would first need to make a copy of the stock CRM_ListBuilder screen, then edit the ListBuilder grid and add the additional columns you want. Take a look at the final outcome here.

    Check out our Webinars, in particular, the Customization webinars for more information on how to accomplish what you're looking for.

    You can also look at our Design Screen document, and our Customization Help Centre articles.

    - Ashur

    Need more help? Ask us about Method consulting services

    Ashur Shamon
    Lead Solutions Specialist, Professional Services
    Method Integration Inc.
    www.method.me
    Toll Free: 1.888.925.6238
    Local and overseas: 416.847.0400
    Fax: 416.640.6027
    E-mail: a.shamon@method.me
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