Monday, March 11, 2019

Add a Link to Create New Contact associated with the Customer Record in a Customer Search

To Add a Link to Create New Contact associated with the Customer Record in a Customer Search, perform the following steps:

1. Navigate to List > Search > Saved Searches > New.
2. Select Customer.
3. Provide a Search Title.
4. In the Criteria tab > Standard subtab, set required filters.
5. In the Results tab > Columns subtab, add Formula(Text).
6. In the Formula field, use formula below:


7. Click Save and Run.

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