Account Manager

ferithon

Hi,
i have the account manager module installed...and all is ok.
Now in the company task there is a field called "account manager"...
...only roblem is that it show me only member of my company while i will want to choose between all contacts.
It is possible? How?

If possible can i tell to system which contact it must show me (for example only contact that are in companies 3, 5, 6 and 7...)?? how???

tnx a lot

jasiek

The account manager is one of your employees. The employee (co-worker) is a contact that is assigned to your company.
You can not select any contact because other contacts are not your employees.
Yes - it can be changed by changing "crits" or criteria (filter):

Edit Recordset Companies and remove completely Field generation function (leave it blank):

Account Manager crits.jpg

AM crits.jpg

This will return all contacts in your CRM.

If you want to show contacts matching other criteria then you need to create a custom function which you will reference here. The best way to do it is to write a custom module - see this: http://www.epesi.org/Category:Developer_Tutorials

ferithon

Tnx a lot...
..in the "field generator function what i must insert?
can i insert for example "company="1" to disply only contact with company=1??? or not???
tnx for your assistance...i wanna only this type of filter....filter contact to display by theyr company...

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