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Customer or Contact information

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custom-fields
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I know that custom fields could support phone numbers, but is there an easy way keep contact information stored in the database so it could be referenced easily on help desk tickets and not re-entered for each new support request?

Mike
· 1
Mike
Replies (3)
helpful
0
not helpful

Sure, you can create a list / combo custom field that will allow you to select existing data from the database.


Saar Cohen
· 5000
Saar Cohen
helpful
0
not helpful

I understand that I can create a database field, but I'm looking to set the phone number based on the contact or customer selected. So, the custom field is the customer or contact and the phone number an attribute (or another field on the same table).


Mike
· 1
Mike
helpful
0
not helpful

Ok, got you. That is not possible at the moment.

What you can do is use an SQL trigger to populate the custom field.


Saar Cohen
· 5000
Saar Cohen