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Contact DropDowns

Last post 09-19-2011 3:28 PM by LaCrews. 2 replies.
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  • 09-19-2011 11:11 AM

    Contact DropDowns

    We have a number of jobs/projects with the same company and most times the contacts are the same. 

    Throughout the CRM there are dropdowns to select a contact.  

    These dropdowns appear to have the columns "Contact" "CompanyName" "EntityType"

    If the contact is associated with both the parent and a job, the contact appears to be repeated and you don't know which one to select.

    Can the columns be changed to "Contact" "FullName" "EntityType"? 

     

    Mark Crews
    Cloud Consultancy
    Principal and Developer


    • 2012 MethodCRM Partner of the Year

    • 2012 MethodCRM Community Excellence Award

    • 2011 MethodCRM Community Excellence Award


    Visit our website to find out about our training, support, and customization services.
    website: cloudconsultancyllc.com
    blog: cloudconsultancyllc.com/blog/
    ph: 434.326.1601
    e: support@cloudconsultancyllc.com

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  • 09-19-2011 3:00 PM In reply to

    Re: Contact DropDowns

    Answer

    Hi Mark,

    This was already discussed Here. One option is to click the ... and use the Advanced Search.

    -Michael

    Michael Melo
    Product Manager
    Method Integration Inc.
    Website: http://www.method.me
    LinkedIn: http://www.linkedin.com/in/MichaelMelo
  • 09-19-2011 3:28 PM In reply to

    Re: Contact DropDowns

    Hi Micheal

    Thanks for info.  Although a bit cumbersome the advanced search works just fine.

    Mark

    Mark Crews
    Cloud Consultancy
    Principal and Developer


    • 2012 MethodCRM Partner of the Year

    • 2012 MethodCRM Community Excellence Award

    • 2011 MethodCRM Community Excellence Award


    Visit our website to find out about our training, support, and customization services.
    website: cloudconsultancyllc.com
    blog: cloudconsultancyllc.com/blog/
    ph: 434.326.1601
    e: support@cloudconsultancyllc.com

    What is Method?
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