Ability to filter contacts in CRM based on City

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Posted on by ravibachanagiri

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Hi Everyone,

I'm working on a requirement where the user should be able to filter contact based on the country and then city. For Example: If the user selects USA it should show all the states available in it and then on selecting any state for instance Jersey he should be able to see all the contacts with that city. As of now I'm able to filter either with State or Country but not both.

Cheers in Advance.

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ThomasN 3,190 on at

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Hi Ravibachanagiri,

Thanks for reaching out. I would recommend using a chart. This is the best way to filter. The drilldown works like having multiple filter selections. You will however, not be able to predetermined what options available as the chart only shows what options the data contain. So instead of a list all 50 states you get only the states that exist within the data. Which is better in my opinion.

Create a chart called Contacts Location or something like that. First part SUM Country > then adjust the SUM to exclude empty results. That way only contacts with the country field populated will return. On second part of chart select Country there as well, and that will group the contacts by country.

Save and publish. The users can now select any view "active contacts" etc., and then on the chart Click on the section of the chart that represents their country and drilldown by choosing "State" field. Now they have a list of contacts in that Country selected and can select any State to filter the view on the left with that state.

The result is a list of contacts filtered by Country THEN State. I hope this helps. Let me know if more details is needed or if I am misunderstanding your intent.

-Tom

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ravibachanagiri 185 on at

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Thank you Tom for the early reply,

But my requirement is that I should be even able to open the contacts based on the result . For example when I select country as USA and city as Kansas then the result must show all the contacts in that region and then I must be able to select any record and open for instance would like to open Tom Northup from that city.

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ThomasN 3,190 on at

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Ravi,

That is exactly how it works. When you are looking at a view of contact to the far right is the "Chart" pane. Click there and open charts. You will see the chart next to the view. As you click on the section of the chart the view on the left is automatically filtered down to the selection.

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ravibachanagiri 185 on at

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Thank you again Tom,

But in the above image I can see the both contact and the charts but my requirement is to select the area first (probably lookup or a dropdown)and then open the contact later based on the area. Did it make sense.

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ThomasN 3,190 on at

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Ravi,

I understand and sorry for the confusion. I get some requirements are very particular, but sometimes what is needed is not worth the effort to create it, when training can provide the same experience.

Your Needs:

User Select Dropdown of Countries

See Filtered List of Contacts

User Selects Dropdown of States which is child of Country dropdown

See Filtered List of Contacts

User can select and open a contact form same location

Views and Charts Provide:

User starts with any view (most likely 'Active Contacts')

User clicks on Chart to select Chart Location

User clicks on Country of interest

View/list of contacts show filtered result according to country selected

User chooses "State" field from dropdown on Chart

Sees count of contacts by State

User clicks on State

List/View is filtered contacts in that particular state

User can click on contact and open contact record from view.

If this is too much, and you desire dropdowns, the only way to accomplish that is to create custom web resource using code and embed as iFrame in a dashboard. You can edit the tool bar and add some dropdowns, but have never seen that before and would take a lot of code.

If you have Portals enabled through Dynamics or ADX you could surface one of those pages, but still a lot of configuration.

Good Luck,

Tom

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ravibachanagiri 185 on at

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Thank's for all the efforts. The problem with the views is that I will endup in creating N no of views for each state and you were referencing to dropdown in chart is it possible to create one

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PS 23,577 on at

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You will have to create three new entities in the system of organisation level

Country (will have one field called name)

State (will have two fields name and country lookup)

City (will have three fields name, state lookup and country lookup)

Now create three lookups in your contact and make them auto populate based on city

Users will just fill the city on contacts abd state,country will be auto populated

This will allow you to achieve your objective

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ravibachanagiri 185 on at

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Prashant,

My requirement is to get all the records based on the area selected. Salesperson has a form where They have to select the country and then city, here I want to display all the Accounts or Contacts based on the above selection done.

Thanks and Cheers.

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PS 23,577 on at

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Hi Ravi,

Thats what I am telling you; if you follow my steps stated above.

Then you add two subgrids each on both 'Country' & 'City' entity of account and contacts. This will show you what you want. Plus you will have to create a quick view form for both country and city having subgrids of account and contact.

Now on whatever entity your users add country and city, add these quick view forms and they will be able to see all accounts and contacts related

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ravibachanagiri 185 on at

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Thank You Prashant.

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