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?
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?
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.
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);
}
})
}
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
*Community Hub is the new name for Sage City