Monday, March 11, 2019

Add Link to Open the Contact Record for the Customer Record in a Customer Search

In the Results page of a Customer Saved Search, an option to open the Contact record associated with the Customer record is not available. However, this can be done using a Formula.


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.

Note:  When the Customer record has no Contact records, the preferred New Contact form opens after clicking the View Contact Record link from the search results.

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