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Request View - Customer Section to support Organisation Fields and Custom Fields


Martyn Houghton
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At the moment you can include the custom fields from the 'Contact' but only the Organisation field from the contact. Can this be extended to allow the optional display of organisation fields and in particular organisation custom fields, as we use these to hold information such maintenance expiry date, support level and whether they are hosted etc.

The aim is that this information will be presented in the Request View - Customer Section, so the analyst does not have to open up the organisation page to see them.

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Thanks.

Martyn

 

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Hi Martyn,

As you can have contacts that are not associated to organisations, it may be better to have a separate section for organization information.  This may come as a plug-in from Customer Manager which displays Org details based on the associated contact in the request. 

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  • 3 weeks later...

@James Ainsworth

In our case we do not use the orphaned contacts, however having a Customer Manager section in the SM Request View along with ability to query it via the BPM would work.

Can you move this post to the new "CRM & External Customer Service & Support" section or should I repost?

Cheers

Martyn

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