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?
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?
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
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