Sign in
Microsoft.com
 
Microsoft
 
 
 

locked
How to add columns to view of contacts associated with an account? RRS feed

 > 

  • Question

  • Question
    Sign in to vote
    0
    Sign in to vote

    I can't figure out how to add columns to this view:

    - open a practice record

    - select "contacts" to display contacts associated with the practice

     

    By default only "name" and "business phone" columns are displayed.

     

    I also want to display "job title" and "role".


    How do i do this? 

     

    Jeff Thiel
    Saturday, April 4, 2009 5:19 PM

Answers

  • Question
    Sign in to vote
    1
    Sign in to vote
    Hi Jeff, Hi Scott,

    Scott, you are not right - in order to customize the view Jeff is referring to, one must go to Settings / Customization / Contact / Forms and Views / Contact Assocated View (not Lookup as Scott said). Then add the columns you'd like and publish the Contact entity.

    I hope that helps,
    Kuba
    -- Kuba Skałbania, Netwise
    Saturday, April 4, 2009 7:04 PM

All replies

  • Question
    Sign in to vote
    2
    Sign in to vote

    In settings choose customizations / customize entities / contact /forms and views / Contacts Lookup View. - Add the fields here and they will be displayed when you look up a contact.

    Scott Sewell, CustomerEffective | http:\\blog.CustomerEffective.com | Twitter:@ScottSewell
    Saturday, April 4, 2009 5:23 PM
    Moderator
  • Question
    Sign in to vote
    1
    Sign in to vote
    Hi Jeff, Hi Scott,

    Scott, you are not right - in order to customize the view Jeff is referring to, one must go to Settings / Customization / Contact / Forms and Views / Contact Assocated View (not Lookup as Scott said). Then add the columns you'd like and publish the Contact entity.

    I hope that helps,
    Kuba
    -- Kuba Skałbania, Netwise
    Saturday, April 4, 2009 7:04 PM
  • Question
    Sign in to vote
    0
    Sign in to vote
    Jeff -

    Jakub is correct - I believe the view you are looking to change is the Contact Associated View.

    Scott.
    Scott Sewell, CustomerEffective | http:\\blog.CustomerEffective.com | Twitter:@ScottSewell
    Saturday, April 4, 2009 9:00 PM
    Moderator
  • Question
    Sign in to vote
    0
    Sign in to vote

    That's it -- Thanks!

    Jeff

    Jeff Thiel
    Sunday, April 5, 2009 4:36 PM
  • Question
    Sign in to vote
    0
    Sign in to vote
    You're welcome. Glad I could help!

    Kuba
    -- Kuba Skałbania, Netwise
    Sunday, April 5, 2009 10:23 PM