Person Phone Private, Mobile and other

Posted By Kari-Ann over 11 years ago

I am working with a client on Sage CRM Profession Clooud. Their system is mostly made up of Person entity's not Companies. Regardless of that many of the people in the system have been entered with a private or mobile phone number and not a business phone number. How can I add the Mobile Phone and Private phone fields to the views in order to pull those into the Find screen, the Reports and the Groups?

0 Kari-Ann over 11 years ago

Same question as above for Private email. How do add private email into the view.
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0 1322397 over 11 years ago

Hi,

As per the above post what I can understand that you want to fetch different categories of phone numbers and Email address tagged against particular person to display in Report, Find Screen and groups in CRM. Let me explain the structure of Phone and Email entities in CRM. Kindly refer the below given details.

Entity Name	Primary Key Field Name	Foreign Key Field Name	Type Field Name	Entity Field Name	Phone and Email Field Name	Person entity Field Name
Phone	Phon_PhoneId				Phon_Number
PhoneLink	PLink_LinkID	PLink_PhoneId	PLink_Type (Mobile ,Private ,Business)	PLink_EntityID (Person :- 13)		PLink_RecordID
Email	Emai_EmailId				Emai_EmailAddress
EmailLink	ELink_LinkID	ELink_EmailId	ELink_Type	ELink_EntityID (Person :- 13)		ELink_RecordID

With the help of above structure you have to modify or create a new view against person entity. To display these records in person find screen, you have to modify the vSearchListPerson view and for Groups and Reports, you can create new view by checking the (Reports View, Groups View) checkbox of view.

Hope this helps!

Regards,

Dinesh

Sage CRM

Person Phone Private, Mobile and other

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