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Customer experience | Sales, Customer Insights,...
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Filter view group by Customer Name

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When I edit view, can I make some filter that shows me just Contacts form distinct Customer? Some thing like group by in SQL?

  • Suggested answer
    RaviKashyap Profile Picture
    55,410 Moderator on at
    RE: Filter view group by Customer Name

    Hi,

    By default, CRM will show you distinct contacts only. If you want to filter specific customer, you can do that too by changing the filter of the view.

    If you share your exact requirement, we can help further.

    Hope this helps.

  • Mick_4711 Profile Picture
    552 on at
    RE: Filter view group by Customer Name

    Hi Zoran,

    I don't know if I get it right, but I think you could use this query:
    You can define the customer in the filter.

      
        
        
        
        
        
          
          
        
        
          
          
        
      
    

    You cannot create this with the advanced search in the account entity. But you can upload this via "View Designer" as part of the XrmToolBox. 

    Best regards

    Mick


    P.S.: Sorry... I tested it by myself. The contact columns like fullname cannot be displayed. 

  • Verified answer
    David Jennaway Profile Picture
    14,065 on at
    RE: Filter view group by Customer Name

    You could create view that is only the contacts for a specific customer (defined in the filter). However, you can't do any grouping of data within a view

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