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Alt Contact from Customer Table

Last post 09-27-2013 3:16 PM by Method_Adam. 1 replies.
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  • 09-27-2013 10:23 AM

    Alt Contact from Customer Table

    I have customized a new "Customer List" for my "Customers" tab. Instead of using the "Contacts" table, I am using the "Customers" table. I have done this in order to be able to make changes directly from the Customer List. My only problem is that we still want to be able to search for all contacts not just the primary contacts. It will not show Alt Contacts in this list. At this current time, it is displaying the "Contacts" field from the "Customer" table. What field should I be using from the Customers table to show all contacts?

    Kurt Turner
  • 09-27-2013 3:16 PM In reply to

    Re: Alt Contact from Customer Table

    Hi kturner,

    You can use an SQL Override to show both the Contact fieldn and the AltContact field in the same grid column.  This will allow you to search for either contact in the grid filter.

    To do this, simply click the Advanced option on Step 2 of the grid wizard.  See below for an example:

    Hope this helps,

    - Adam

    Adam Lyons
    Manager of Support
    Method Integration
    a.lyons@method.me
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