How can I display the Contact field and the Contacts Address fields in one view while in the Contact Section?
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Hi Theresa,
You can use section column settings to add the required columns to the section view. Here is the guide with examples:
https://academy.creatio.com/documents/base/7-16/setting-columns
Regards,
Dean
Thank you but I can't find what field to choose for the Contact's Address when it's actually located in the Account.
Great thank you! This is working for most of the contacts but there are some contacts that have an address different from the Primary Address in the Account. Some of our accounts have 5 different addresses and the contacts are located in different locations.
Hi Theresa,
Unfortunately it will not be possible to display all the addresses of the single account in the contact section list. As a workaround it is possible to create a list dashboard base on contact address object that will show you the contact, its account and the contact address.
Regards,
Dean
That's exactly what I need to do then is the workaround. One more question: How do I set up the Column for that? What fields am I choosing because I've been trying to find the Contact.Address with no luck.
Does anyone know why a List created under Dashboard would list a contact more than once, provide no address for the ones that are listed twice and provide the wrong city that doesn't even exist in the Account? See attachment. Also, the contacts that are listed twice are NOT duplicates in our main contact list.
Hello,
The addresses are taken from the contact page. If there is an address with empty field - the dashboard will show you empty columns.
Also, the dashboard displays address per contact, so if there are couple of addresses on the contact page - you will see the address in the list and the related contact, so Address A - Contact A, Address B - Contact A and so on like this:
Regards,
Dean
Thank you Dean! I'm actually sending my issues over to the helpdesk now because we are seeing more errors than usual in this list. The wrong City, but the correct address; when there's only one address in the Account, why is it showing the contact more than once. Not sure what is going on or if we have special fields that were set up by our developer.
Hi Theresa,
Sure, please approach to the support since it is better to have a closer look to the website to find out why you have some missing or redundant addresses in the list.
Regards,
Dean