Kinook Software Forum

Go Back   Kinook Software Forum > Ultra Recall > [UR] General Discussion

Reply
 
Thread Tools Rate Thread Display Modes
  #1  
Old 11-26-2008, 06:37 PM
Anne's Avatar
Anne Anne is online now
Registered User
 
Join Date: 08-26-2008
Location: Florida
Posts: 16
How do you display "actual COMPANY name" from contacts form

Does anyone know how I can get the Data Explorer Panel to display the "actual COMPANY name" that was entered into the Company Name Field, of the Contact Form,, instead of the default "Last Name, First name" field data ??

Hope this rewrite is more clear.... Thanks

Last edited by Anne; 11-26-2008 at 10:04 PM.
Reply With Quote
  #2  
Old 11-26-2008, 08:12 PM
quant's Avatar
quant quant is online now
Registered User
 
Join Date: 11-30-2006
Posts: 967
welcome to forums

go to folder "Templates->Contacts". Then in the "Item attributes pane" find attribute called "Title expression". Replace what is there with: Company

For more info read
http://www.kinook.com/UltraRecall/Ma...tem_titles.htm
Reply With Quote
  #3  
Old 11-26-2008, 09:37 PM
Anne's Avatar
Anne Anne is online now
Registered User
 
Join Date: 08-26-2008
Location: Florida
Posts: 16
I tried that and yes it put the word company in the panel.. HOWEVER, I guess I explained it wrong....
What I want in the panel is the ACTUAL COMPANY NAME that was entered into the Contacts Form.... instead of the panel showing the person that was entered into the form as it does by default.
Reply With Quote
  #4  
Old 11-26-2008, 10:12 PM
quant's Avatar
quant quant is online now
Registered User
 
Join Date: 11-30-2006
Posts: 967
note that is is CaSE sEnSiTIVe, so you have to type Company, and try to also enclose in the square brackets, [Company]
Reply With Quote
  #5  
Old 11-26-2008, 10:30 PM
Anne's Avatar
Anne Anne is online now
Registered User
 
Join Date: 08-26-2008
Location: Florida
Posts: 16
Talking

**** OK !!!! I figured it out thanks to your help!! ****

Your link to the on line version of help did the trick....

This is what it looks like now....

trim(coalesce([Company] ,[Last Name] || ', ' || [First Name],[Company],[Email (Work)],[Email (Home)],'(New Contact)'))



Thanks, Anne
:-)
Reply With Quote
Reply

Thread Tools
Display Modes Rate This Thread
Rate This Thread:

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is Off
HTML code is Off



All times are GMT -5. The time now is 12:17 PM.


Copyright © 1999-2023 Kinook Software, Inc.