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Can we limit the Customer/Contact grid to Customers only?

Last post 12-18-2013 10:52 AM by Anonymous. 1 replies.
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  • 12-17-2013 12:42 PM

    Can we limit the Customer/Contact grid to Customers only?

    Method Team,

    Can we limit the Customer/Contact grid to Customers only?

    If so, please tell me the direction I need to go to do that.  I have not been able to find it.

    Thanks,

    VLocke

  • 12-18-2013 10:52 AM In reply to

    Re: Can we limit the Customer/Contact grid to Customers only?

    Answer

    Hi VLocke,

    This can be done fairly easily, the simplest way would be to simply replace the contacts grid on your Customer and Contacts List screen with a detached grid based off the Customer table.  You can then setup your new Customer grid so it appears similar to the original Contacts grid.  If you still want to see your Contacts on this screen, you could also just create this Customer grid below in a new section, and then have two grids on your screen.  Let me know if this helps solve your issue.

    -Ben

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