SalesforceFoundation / NPSP

The current version of the Salesforce.org Nonprofit Success Pack
http://www.salesforce.org/nonprofit/nonprofit-success-pack/
BSD 3-Clause "New" or "Revised" License
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When looking at the affiliated contacts for an account in SF1 the name is not shown #924

Closed mrbelvedere closed 8 years ago

mrbelvedere commented 10 years ago

Only Role, Status and Start Date are shown. However, the affiliation Compact Layout does show Affiliation Name, Organization Name, and Contact Name. It seems like the Compact Layout shown is not defining the fields shown in the Record Preview Card.

Reported at https://powerofus.force.com/_ui/core/chatter/groups/GroupProfilePage?g=0F980000000CmVX&fId=0D58000001NRRcj

ceiroa commented 10 years ago

Note: this can be seen in the template org. screen shot 2014-08-07 at 3 44 01 pm screen shot 2014-08-07 at 3 44 11 pm

shannonsans commented 9 years ago

This is looking like a Salesforce1 bug: the cards are using the related list columns, as they should, but they aren't spanning to other objects like the related lists do. So fields on the affiliation record are showing up, but not fields on the contact.

ceiroa commented 9 years ago

Temporary workaround: add a formula field on affiliation with the contact name, and replace the contact's first and last names in the related list on Household Account with this field.

It could be called something like "Affiliated_Contact_Name", and its value could be like:

npe5__Contact__r.FirstName + ' ' + npe5__Contact__r.LastName
tet3 commented 9 years ago

Or npe5__Contact__r.Name, which would include the new standard Middle & Suffix fields if being used.

samknox commented 9 years ago

You can go one step further and make the name clickable by wrapping a hyperlink function around the name:

HYPERLINK("/"+ npe5Contactr.Id ,npe5Contactr.FirstName + ' ' + npe5Contactr.LastName)

Looks like you need to create a custom compact layout too cuz you can't edit the packaged one. Also if you need to access Affiliations from the parent you'll be viewing the related list, not the compact layout. As such your new formula field needs to be one of the first four columns in your related list. Don't like it? Vote this up: https://success.salesforce.com/ideaView?id=08730000000l5EpAAI