AppColl Logo
    • Register
    • Login
    • Search
    • Recent
    • Tags
    • Popular
    • Groups

    Allow contact objects to be added to matters as custom fields

    Product Requests
    2
    3
    66
    Loading More Posts
    • Oldest to Newest
    • Newest to Oldest
    • Most Votes
    Reply
    • Reply as topic
    Log in to reply
    This topic has been deleted. Only users with topic management privileges can see it.
    • S
      SadiqA2304 last edited by

      Currently we can add custom strings and dates to matters:

      9f8692a5-b9e9-4c92-b30d-7e7a268bb4fc-image.png

      It would be helpful to be able to add custom contact objects to matters as well, which can be used as billing contacts, docketing contacts, etc.

      1 Reply Last reply Reply Quote 1
      • S
        SadiqA2304 @gregg_appcoll last edited by SadiqA2304

        @gregg_appcoll I think this can work as a partial workaround, but it is orders of magnitude more complexity than simply allowing Contact objects to be matter fields. I'm also not sure what the ContactsQuery actually returns for the text box. Is it the name, email address, or what? I want to be able to separately use this contact's email address and first name, for example.

        1 Reply Last reply Reply Quote 0
        • gregg_appcoll
          gregg_appcoll last edited by

          Hi Sadiq - you can use contact queries for any of the custom string fields. See below as an example. Does this work for you?

          749c3aac-337f-4b17-811e-58b0337d3812-image.png

          S 1 Reply Last reply Reply Quote 0
          • 1 / 1
          • First post
            Last post

          0
          Online

          623
          Users

          375
          Topics

          1.1k
          Posts