We created a new module 'Categories' and we linked to contacts, so now we can assign one or more categories to one contact,
and it is working fine
But we are unable to implemente it in advanced search, to search the contacts for sepecific category
may anyone help on that , and thanks on advance.
The way that we typically solve this problem is to use a custom field in the Contacts module and a list instead of a relationship. The custom field should be created as a Text Area so that it will be created as an nvarchar(max). You can then use a multi-selection listbox that is populated from the Categories and accessed through the SplendidCache. In the SearchView, you use the same multi-selection listbox and the SearchBuilder will take care of the lookups.
When debugging this kind of logic, it is usually best to turn on the show_sql config setting.
Thank you for ur important reply,
but as we entered the data in categories module and every thing is fine except that problem, is there a solution for that with the created module ?
Please restate the problem.
We created a relationship between Contacts and Categories (new module)
idea: to allow the user to assign one or more categories to one contact
and to use the advance search on the contacts main page to find all the contacts assigned to sepecific category.
now: everythink is ok we can find the Categories section under the leads and oppertunities and .... in every contact page
but the problem we are unable to add Category condition to advance search??
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