How do you add a new filter box to the People tab on the Company Entity.
I need to able to filter only "Active" People at a Company.
(Very similar to what you can already do with the CASE table under Company).
Thanks
How do you add a new filter box to the People tab on the Company Entity.
I need to able to filter only "Active" People at a Company.
(Very similar to what you can already do with the CASE table under Company).
Thanks
Can you not just use the Company Dashboard and the use the default people list gadget?
The Company Dashboard has the default People List than can be filtered. You can create your own list gadgets to pre-filter to display only the active contacts.
The PeopleList system action that is called from the company tag can not be changed to add in a filterbox. You would need to recreate this using the ASP or .NET APIs or using the RunBlock mechanisms. Not too hard to do but the filtering of people is already in the Company Dashboard.
The Company Dashboard has been available since version 7.0.
How do I use the Company Dashboard and the use the default people list gadget?
Or, is there not a way to just add a filter box next the people list just like CRM does with Cases?
Is this only for V2017 of CRM?
We are running CRM 7.3.
If it is only for V2017 of CRM, then whre can I get examples of how recreate this using the ASP or .NET APIs or using the RunBlock mechanisms?
Can you also get me an example of how to rebuild this page in either APIs (ASP or .NET) with a filterbox or to recreate it using runblock ?
Martin
How comfortable are you in writing JavaScript or C#?
And is your objective just to create a list of people under the company that only shows the 'active' contacts for that company?
See community.sagecrm.com/.../a-component-to-add-a-filterbox-to-the-company-peoplelist.aspx
Let me know if you have any difficulty downloading and installing the component.
(You will have to test it on your backup system first!)
I am very comfortable with VB.NET (and Javascript to some extent).
And my objective is to create a list of people under the company that can be filtered (to either show all people, active people and non-active people).
*Community Hub is the new name for Sage City