Hi all - Does anyone know what's the best way to find dependent records for a role? When I try to delete a role, it gives me the error but does not provide me the link to the dependent records. Maybe there is a search that can give me the records where this role is used?

Does anyone <!here|@here> know if it is possible to export custom fields from one account and import into another?

creating bundles?

ya but is there an even lighter solution

like something i can use for one off things

bundle 🙂

Hi, anyone knows any integration that allows me to pin all my customers on a map?

And something that allows me to customise pin colour based on their turnover?

I found a simple one that suits perfectly if anyone is interested https://www.easymapmaker.com/

nice one @vmurray

I am using QlikSense desktop - it is free to use (unless you want all features and 150 users ....). I have made a data model myself, linked dozen or so tables (made from NS saved searches into Excel) and there is a map visual built in. Works really well

@chri55tof what does your map show? wondering if some of our senior folks could find this useful

you can apply any master measure on this I use for example Total Revenue, TOtal Profit, Average Credit Limit etc

and the map is split into post code areas, you don`t have precise pins

but there is a lasso tool, so if you make a pivot table with Customers, their contacts etc etc next to it, the map selection will have an effect on the table, as the tables are connected in data model

Is there any way on the sales order form to get a complete list of contacts in a dropdown list field for that customer? Essentially we want to reference all of the contacts that appear under Relationships on the customer record.

Our contacts can be attached to multiple customers... so right now the only contacts that show for us on a sales order are the ones that have the same "Company" in the contact record

@Shawn you want a list of just the contacts associated with the customer account?

if i'm reading that right, this is how i've done it:

@User uploaded a file:

yeah, we have something similar set up... but it's not returning the expected results... but we are using a different source list... lemme check

ah

that may be why

@User uploaded a file:

that's what we're using... and it's returning contacts... but only contacts with the same "company" as the current customer

yeah

and we want all contacts appearing under the current customer's relationship tab

so... yours might return the expected results you think?

yes, it does

maybe make a copy of the field and test it out?