searching for contacts with industry stored in account

I can't find a solution myself. I want to search for contacts, who are working in a special industry, but the industry is stored in the account. Any solution for that?

Parents
  • Hi Dirk,

    There would be two solutions to be able to do this:

    a. Create a new field in the Contacts module which has the following Calculated formula:

    related($accounts,"industry")

    Then add this field to as a Search option for the Contacts module from within Studio. When viewing the List View of the Contacts module, the newly created field should be available as a filter option.

    * please note that you will need to Recalculate values for all Contacts initially to allow this to work.

    b. Create a Report based on the Contacts module which has a Run-time filter based on Contact >> Account >> Industry. You can then add the required fields for the report and then choose the required industry when viewing the report.

    Hope this helps.

    -Chris

  • Hello Chris,

    Thank you for fast answering. I should have said that I'm using Version 6.5.16 (Build 1082) of sugarcrm, the community edition. So I didn't find a way to use your suggested solution. Is there a way to do it similar?

    regards,

    Dirk

Reply Children
No Data