{"id":3712,"date":"2013-04-20T10:47:00","date_gmt":"2013-04-20T10:47:00","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=3712"},"modified":"2013-04-20T10:47:00","modified_gmt":"2013-04-20T10:47:00","slug":"how-to-add-the-mobile-phone-and-private-phone-fields-to-the-views-being-used-by-find-screens-reports-and-groups","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/04\/20\/how-to-add-the-mobile-phone-and-private-phone-fields-to-the-views-being-used-by-find-screens-reports-and-groups\/","title":{"rendered":"How to add the Mobile Phone and Private Phone fields to the views being used by Find screens, Reports and Groups"},"content":{"rendered":"<p>This blog explains how one can fetch different categories of phone numbers and Email addresses tagged against particular person to display in Report, Find Screen and groups in CRM. First let me explain the structure of Phone and Email entities in CRM. Refer the below given details.<br \/>\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/04\/TableImage.jpg\"><img fetchpriority=\"high\" decoding=\"async\" class=\"aligncenter size-full wp-image-3718\" title=\"TableImage\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/04\/TableImage.jpg\" alt=\"\" width=\"759\" height=\"292\" \/><\/a><br \/>\nAfter understanding the relationship between entities specified in the above table, follow below steps to proceed further.<br \/>\n\u00a01. Login to <strong>CRM<\/strong><br \/>\n2. Go to <strong>Administration<\/strong> | <strong>Customization<\/strong> | <strong>Person<\/strong><br \/>\n3. Click on <strong>Views<\/strong> tab.<br \/>\n4. Click on <strong>New<\/strong> button.\u00a0<br \/>\n5. Fill the required fields<br \/>\n6. For e.g.<br \/>\nA) <strong>ViewName<\/strong>\u00a0\u00a0\u00a0 <strong>:<\/strong>\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 vSearchListPerson<br \/>\nB) <strong>Checked <\/strong>\u00a0\u00a0\u00a0\u00a0\u00a0 <strong>:<\/strong>\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Report View<br \/>\nC) <strong>Checked<\/strong>\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 <strong>:<\/strong>\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Group View<br \/>\nD) <strong>Checked<\/strong>\u00a0\u00a0\u00a0\u00a0\u00a0 <strong>:<\/strong>\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Keyword Search View<br \/>\nE) <strong>View Script\u00a0 :<\/strong>\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 contains the actual logic of showing\/displaying required data on click of find\u00a0\u00a0 button.<br \/>\n<em>SELECT RTRIM(ISNULL(Pers_FirstName, &#8221;)) + &#8216; &#8216; + RTRIM(ISNULL(Pers_LastName, &#8221;)) AS Pers_FullName,\u00a0\u00a0\u00a0 epd_pers.epd_PhoneCountryCode as Pers_PhoneCountryCode,\u00a0 epd_pers.epd_PhoneAreaCode as Pers_PhoneAreaCode,\u00a0 epd_pers.epd_PhoneNumber as Pers_PhoneNumber,\u00a0\u00a0 epd_pers.epd_PhoneFullNumber AS Pers_PhoneFullNumber,\u00a0 epd_pers.epd_FaxCountryCode as Pers_FaxCountryCode,\u00a0 epd_pers.epd_FaxAreaCode as Pers_FaxAreaCode,\u00a0 epd_pers.epd_FaxNumber as Pers_FaxNumber,\u00a0\u00a0 epd_pers.epd_FaxFullNumber AS Pers_FaxFullNumber,\u00a0\u00a0 Purchase.purc_Entity, Purchase.purc_UniqueID, Purchase.purc_applicanttype, Purchase.purc_appid, Purchase.purc_lanno, Purchase.purc_amount, Purchase.Purc_PersonId, Person.*, Comp_CompanyId, Comp_SecTerr, Comp_CreatedBy, Comp_ChannelId, Comp_PrimaryUserId,\u00a0 Address.*,purc_PurchaseID,purc_PurchaseID As PurchaseId,NULL as\u00a0 Comp_Name,\u00a0 <strong>(select Top 1 phon_number from Phone (nolock)\u00a0 inner join Address on phon_UniqueAddressid=addr_UniqueAddressid\u00a0 inner join PhoneLink on PLink_PhoneId=Phon_PhoneId\u00a0 and PLink_RecordID =Purc_PersonId and PLink_Type=&#8217;Mobile&#8217;\u00a0 and PLink_EntityID=13 and plink_UniqueAddressid=addr_UniqueAddressid order by phon_Preferred desc) as Phon_Number,<\/strong>\u00a0 (select Top 1 Emai_EmailAddress from email (nolock)\u00a0 inner join Address on emai_UniqueAddressid=addr_UniqueAddressid\u00a0 inner join EmailLink on ELink_EmailId=Emai_EmailId\u00a0 and ELink_RecordID =Purc_PersonId\u00a0 and ELink_EntityID=13 and ELink_UniqueAddressid=addr_UniqueAddressid order by emai_Preferred desc) as Pers_EmailAddress\u00a0 FROM Purchase\u00a0 JOIN Person\u00a0 on purc_PersonId = Pers_PersonId\u00a0 LEFT JOIN CRMEmailPhoneData epd_pers\u00a0 ON epd_pers.epd_EntityID = 13\u00a0 AND epd_pers.epd_RecordID = Pers_PersonID\u00a0 LEFT JOIN Address\u00a0 ON Pers_PrimaryAddressId = Addr_AddressId AND Addr_Deleted IS NULL\u00a0 LEFT JOIN Company ON Pers_CompanyId = Comp_CompanyId WHERE Pers_Deleted IS NULL<\/em><em> <\/em><br \/>\n7. Click on <strong>Save<\/strong> button<br \/>\n8. The part shown in bold in the above view explains the logic of populating mobile number in person search screen.<br \/>\n9. Now, go to <strong>Administration | Customization | Person<\/strong><br \/>\n10. Click on <strong>Screen<\/strong> tab, select <strong>\u201c<\/strong><strong>vSearchListPerson<\/strong><strong> \u201c<\/strong>screen<br \/>\n11. Click on \u201c<strong>Field<\/strong>\u201d drop down select <strong>\u201cMobile Number\u201d<\/strong><br \/>\n12. Then click on <strong>Add | Update | Save<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>This blog explains how one can fetch different categories of phone numbers and Email addresses tagged against particular person to display in Report, Find Screen and groups in CRM. First let me explain the structure of Phone and Email entities in CRM. Refer the below given details. After understanding the relationship between entities specified in\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/04\/20\/how-to-add-the-mobile-phone-and-private-phone-fields-to-the-views-being-used-by-find-screens-reports-and-groups\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[286,317,332,353,380,423],"tags":[],"class_list":["post-3712","post","type-post","status-publish","format-standard","hentry","category-phone","category-report","category-sage-crm","category-search-screen","category-sql","category-view"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to add the Mobile Phone and Private Phone fields to the views being used by Find screens, Reports and Groups - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/04\/20\/how-to-add-the-mobile-phone-and-private-phone-fields-to-the-views-being-used-by-find-screens-reports-and-groups\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to add the Mobile Phone and Private Phone fields to the views being used by Find screens, Reports and Groups - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"This blog explains how one can fetch different categories of phone numbers and Email addresses tagged against particular person to display in Report, Find Screen and groups in CRM. 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