1 Reply Latest reply on Jan 3, 2012 11:01 AM by philmodjunk

    Help with contact management template

    NataliaSoares

      Title

      Help with contact management template

      Post

       I have been asked to create a templeta that organizes all of my bosses' contacts. In order to do that I used the already made template " Contact Management". Using this template I had to change many of the fields since our information is not about companies but religious communities. Changing that info has been easy, but one of the most important things that I need to do and am not able to is to sort "Related Contacts" . I have changed what I want the similarities to be on the layout saying that I want related contacts to be shown by title and city. These titles are present on the page but once I leave the layout it does not list any of the other contacts who have these similarities. My question is, how do Related contacts appear on the contact card?

      thank you

      Natalia Soares

        • 1. Re: Help with contact management template
          philmodjunk

          Do you want to add "Title" to the same list of radio button values already in place?

          If so, you can add:

           "¶" &  Title

          To the end of the calcualtion for k_Similars_MultiKey

          And change K_Simalars to be:

          Case(
          g_Similar_By = "Name";
          k_Similar_NameMultiKey;
          g_Similar_By = "Company";
          k_Similar_Company;
          g_Similar_By = "City";
          City1;
          g_Similar_By = "Title";
          Title;
          "")

          Then open Manage | Value lists and edit the value list for Similarity Criteria to include "Title". You will also need to resize the radio button field to be wide enough to display the added radio button value.

          PS. If I had created this starter solution, I would have used this expression for k_Similars_Multikey:

          List ( k_Similar_NameMultiKey ; Company ; City1 ; Title )