Contact Search
Posted: Tue Feb 24, 2015 2:01 pm
Hello,
I had a quick question about linked contacts in the calendar. I set up a relationship that links my Events Table with my Contacts Table by way of the key field __PK_Contact_ID.
I set up the Source No 1 and mapped all of the fields necessary (except for Gnatt). I also mapped both fields in the Related Source No 1 (although the name field is a calculation for First_Name & " " Last_Name).
When the Contact ID is populated in the event table I can see the name associated with the ID. I am having a problem with the search functionality, however - I receive no results when I perform a search.
Any ideas? Ive check out the docs on Linked Contacts And Projects with no mention of the search function.
One more question, since I have you here (off topic) - is there a way to chance the name of "status" on the calendar event? I want to color code my calendar by appointment type v/s status. Im already going to record a "visit status" field - show or no-show. Im guessing this functionality may not be customizable, but I thought I would ask anyways.
Thanks!
Jared
I had a quick question about linked contacts in the calendar. I set up a relationship that links my Events Table with my Contacts Table by way of the key field __PK_Contact_ID.
I set up the Source No 1 and mapped all of the fields necessary (except for Gnatt). I also mapped both fields in the Related Source No 1 (although the name field is a calculation for First_Name & " " Last_Name).
When the Contact ID is populated in the event table I can see the name associated with the ID. I am having a problem with the search functionality, however - I receive no results when I perform a search.
Any ideas? Ive check out the docs on Linked Contacts And Projects with no mention of the search function.
One more question, since I have you here (off topic) - is there a way to chance the name of "status" on the calendar event? I want to color code my calendar by appointment type v/s status. Im already going to record a "visit status" field - show or no-show. Im guessing this functionality may not be customizable, but I thought I would ask anyways.
Thanks!
Jared