Advanced Search Select extra display data

SSA fields searching on the Company entity display the company telephone number as well as the company name. How is this done, and can I display additional data on SSA fields searching on a custom entity?

  • 0

    Paul

    I can give you a little bit of information.

    Have a look for clientside functions called

    Seteven_companyid() and Seteven_personid()

    There will be an equivalent one for custom fields and for fields like Seteven_opportunityid()

    These functions take parameters

    Seteven_companyid(Text,ID,sUrl,Entity,PhoneNumber)

    E.g.

    Seteven_opportunityid("Text",28,"test","Opportunity","PhoneNumber")

    This should give you a little push along with your investigations. Let me know what else you find.

  • 0

    I would just use sdata e.g.

    crm.ready(function(){

    $("#_Datacust_primarytestid").append("");

    loadExtraData();

    })

    function loadExtraData()

    {

    crm.sdata({

    entity: "custom",

    id: crm.fields("cust_primarytestid").val(),

    success: function(record){

    $("#extracustomcust_primarytestid").html(record.customfield);

    }

    })

    }

  • 0

    Depends on what you want to show, assume we have a 'Name' and a 'Number' on the custom entity, you could show within the SSA Name (Number) in that kind of formate if you're only after a couple of bits of information. (A bit like Wave Activity on opportunities showing 'Campaign' and 'Activity Name')

    In which case on Translations look for SS_ within the Caption Family