View/SP associated with My Customers Tab

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Posted 1/8/2010 11:02:08 AM

Post #310

powlessn

When you click on Find Customer in the CRM module, you are presented with a screen showing various fields which
you can use to locate a customer. I'm trying to modify which fields appear under the My Customers Tab.

Does anyone know which view or stored procedure is used to build the My Customers Tab?

Thanks in advance.

-Nathan

Posted 1/10/2010 1:10:13 PM

Post #311

NAYLARD

From what I can tell, its seems the search tabs concerning customers are all derived from CustomerActiveCustomersView. I do not think nor see any view that controls that specific tab. However, I am not entirely sure though from my testing, the fields appear to be derived from this view. Actually sounds like a good idea to separate the two for an added feature in a future release.

Cheers

Posted 1/11/2010 10:06:56 AM

Post #312

petermcg

If you need to know the view in use on a search screen click on the advanced search button. If you select the display name column the list will show the table/view in use.

HTH

Posted 1/11/2010 12:59:31 PM

Post #313

powlessn