Hello Gurus
I am frustrated that when opening an individual contact from a company contact form, it does not open the full individual form. It been bugging me for years.
Do anyone know how to get around it?
Thank you!!
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Atsakyti
1735
Rodiniai
Hi, Try to install Contact, you can check there.
Hope this helps
contacts is installed. Let me explain further. In contact, open a company form (is_company). Down the bottom of the form is added addresses. These individuals are have their own forms however the popup window has only a small number of fields from the fill individual contact record. I would like to open the full individual form/record rather then just a small subset.
why don't you just search the individual directly? instead of looking on the company?
Yeah, that is the frustrating bit. The record is right there however I have to close out the company record, then go search for the individual.
I see, you can either
1. Search by the Related Company
2. Customize the Kanban return action
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