CRM

Whydah
Member

Creating dynamic property list

SOLVE

Goal: On object type/group Contact > Contact Information

 

I want to select from a dynamic list that has all the companies I have listed in the system as an option. This would be multi-selection.

 

Is this possible?

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1 Accepted solution
StefaniUAT
Solution
Key Advisor

Creating dynamic property list

SOLVE

Are you just looking to pull Contact > Contact Information as well as the Company information? If so, I generally do this on Reports because you can easily choose the Contact Information and Company information you want to display.

Best,
Stefani Johnson
Defect and Database Administrator
University of Advancing Technology
uat.edu I Earn Tech Respect

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1 Reply 1
StefaniUAT
Solution
Key Advisor

Creating dynamic property list

SOLVE

Are you just looking to pull Contact > Contact Information as well as the Company information? If so, I generally do this on Reports because you can easily choose the Contact Information and Company information you want to display.

Best,
Stefani Johnson
Defect and Database Administrator
University of Advancing Technology
uat.edu I Earn Tech Respect