Bỏ qua để đến Nội dung
Menu
Câu hỏi này đã bị gắn cờ
1 Trả lời
1751 Lượt xem

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!!

Ảnh đại diện
Huỷ bỏ
Câu trả lời hay nhất

Hi, Try to install Contact, you can check there.

Hope this helps

Ảnh đại diện
Huỷ bỏ
Tác giả

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?

Tác giả

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

Bài viết liên quan Trả lời Lượt xem Hoạt động
1
thg 5 25
1634
MERGING CONTACTS Đã xử lý
1
thg 2 25
5444
Use of external id Đã xử lý
2
thg 2 25
3425
2
thg 2 25
2497
1
thg 11 24
2878