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Duplicating Contact...
 
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Questions Duplicating Contact field in Cases

 
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Last Post by Tim Rodman 6 years ago
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Justin Rolfs
Posts: 4
 Justin Rolfs
Topic starter
June 10, 2019 6:59 pm
(@justin-rolfs)
Member
Joined: 6 years ago

I've run into a situation where I would like to track two different contacts associated with a case.  Each contact is of a different contact type.  Is there a way to 1) duplicate the contact field in Cases and 2) set up each of these contact fields with a filter so that they only show a specific contact class that is a part of the appropriate business account?  Thanks.


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cases
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Tim Rodman
Posts: 3193
 Tim Rodman
Admin
June 13, 2019 9:24 pm
(@timrodman)
Famed Member
Joined: 10 years ago

Hi Justin,

I'm pretty sure that you would need a customization for this.


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Justin Rolfs
 Justin Rolfs
(@justin-rolfs)
Joined: 6 years ago

Member
Posts: 4
June 13, 2019 9:32 pm
Reply toTim RodmanTim Rodman

Tim,

I'm not surprised that this needs a customization.  I've gone in and looked at some of the code associated with the original Contact field and was curious as to 1) if I could just copy that code and put it with the new field and 2) what other settings I would need to change to make this function.  Thanks.


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Tim Rodman
Posts: 3193
 Tim Rodman
Admin
July 1, 2019 11:18 pm
(@timrodman)
Famed Member
Joined: 10 years ago

Hey Justin,

The code part is a little beyond me. I'd recommend asking on StackOverflow (click here). There are a bunch of developers there who should be able to help you out.


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