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Searching for name and department in a Customer Relation field

Hi,

We have added a customer relation field to the ticket table.  Our customer has a large number of company records which the same name, so want to be able to look up their customers by name and department, I.E. "My Company, Manchester").

Customer Service seems to let you look up either the company name or the branch, but in both cases there are too many records returned.  Is there a way on the control to look up both at the same time.  I tried using a comma, as above but this did not work.  In the old company relation control each field you chose were seperate, so you could simply use both fields for the search.

Worst case, is there an easy way to force the ticket screen to use the old Company Relation control.

Many thanks,

Trevor

RE: Searching for name and department in a Customer Relation field

Hi,

This is sort of same behaviour as searching for company in navigator in CRM as well.

If you need to change to multiple columns, I suggest creating your own copy of Edit Ticket and use Select relations element.

Av: Michel Krohn-Dale 5. maj 2020

RE: Searching for name and department in a Customer Relation field

Hi Michel,

Thanks for this, I thought that would probably be the case, but thought it worth checking first, if it could be done with the default control.

Thanks for the confirmation.

Trevor

Av: Trevor Sharp 5. maj 2020