Use this mApp to configure 'Company' & 'Contact' to display in a nested form in the Contact Manager.

Overview

This mApp adds two additional Customer types, Company and Contact configured to display in a nested form in the Contact Manager. Useful for MSPs and others needing to manage external customers.

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Support

Excalibur Data Systems

Website: excaliburdata.com

Phone: (724) 387-1331

Sales: sales@excaliburdata.com

Support: support@excaliburdata.com

Headquarters: 115 Sagamore Hill Road, Pittsburgh, PA 15239**

Release Notes

New Objects:

• Customer - Company (part of Customer group object, major object)
• Customer - Contact (part of Customer group object, major object)
• Customer Company Status (lookup table, includes data)
• Customer Contact Status (lookup table, includes data)

Modified Objects: Customer Group (reference)

Setup Tasks: No special setup is required after publishing the mApp. You may wish to modify other objects which use the Customer group items to take advantage of the new nested company-contact structure for reporting rollups.

System Requirements

Content Version Requirements: Version 5 Content or Later

Details

Category: SM Enhancement

Price: Free

Publisher: Excalibur Data Systems

Updated: 22/03/2016

Version: 1