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how to add column with information from details

Mar 27, 2017 at 10:26 AM

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On the Customer Work Center, in the details of a customer data,
How can I add a column in the "Adress" table, that fetches from the "Details" that are shown below it?
For instance, I want the "C/O" field, that is shown in the Details to be added as a column in the "Adress" table (see screenshot, it's way clearer than what i'm saying :) )


This C/O field is now shown when i'm in "Edit Master Layout" mode and adding a new column. I would also like to add this column in the overview tab


Thanks for your help.

cofield.jpg (372.1 kB)
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1 Answer

Saurabh Kabra
Mar 27, 2017 at 02:49 PM
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Hi,

When you are adding the field under 'Address' instead of adding it in 'Details' View just add it to the table. It will automatically be visible at the Details view if you enable it.

Or Alternatively, If you have added it to 'Details' view then just go to tables and Click '+' button to make it visible in Table mode as well.

Thanks

Saurabh

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Hi thanks for your help but It's not working yet.
Your second solution is ideally what I want to do, but the C/O field does not appear in the table mode.
If I add C/O under adress, it would create a new C/O field but not update the existing one in details because it is obviously not linked... Any other ideas?

Thanks

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Hi,

Ideally if you have added field to Details then you need to go to Adapt mode and hover over the table for addresses. There if you click '+' button it will be there be the additional field.

Thanks

Saurabh

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Ideally yes... but that's the problem, it is not appearing

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