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searching for contacts with industry stored in account

Dirk Paasche

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?

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  • 0

    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

  • 0 in reply to Chris Weinlich

    Dirk,

    You should be able to accomplish this by adding the following code-level customizations (3 files in total):

    1. In the file: 

    ./custom/modules/Contacts/metadata/SearchFields.php

    add: 

      'account_industry' =>
  array (
    'query_type' => 'default',
    'db_field' =>
    array (
      0 => 'accounts.industry',
    ),
  ),

    2. In the file: 

    ./custom/modules/Contacts/metadata/searchdefs.php

    add:

          'account_industry' =>
      array (
        'name' => 'account_industry',
        'label' => 'LBL_ACCOUNT_INDUSTRY',
        'default' => true,
        'width' => '10%',
      ),

    3. In the file (create it if needed): 

    ./custom/modules/Contacts/language/en_us.lang.php

    add:

    <?php
// created: 2016-04-25 18:21:22
$mod_strings = array (
  'LBL_ACCOUNT_INDUSTRY' => 'Industry',

    (Only add line 4 if you already have this file created)

    4. Run a Quick Repair & Rebuild in Admin > Repairs.

    5. You should now have this field available in the Contact Search layout and be able to search on it.

    Hope this helps,

    Lori

  • 0 in reply to Lori Fuller

    Dirk,

    I have created a custom module loadable package for you.  You should be able to install this using Admin > Module Loader.

    Hope this helps!

    Lori

  • 0 in reply to Lori Fuller

    Dear Lori,

    wow, that's great. It's a great solution. Works perfect. Thank you very much.

    Regards,

    Dirk

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