Timeline for Hiding specific contact
Current License: CC BY-SA 4.0
5 events
| when toggle format | what | by | license | comment | |
|---|---|---|---|---|---|
| Jan 18, 2019 at 20:14 | comment | added | Derek F | The first thing that comes to mind is to add, modify, or just generally use a picklist or a record type to capture this additional aspect of your patients (Deceased, Child, Adult, etc...). Once you have a way to categorize certain records, you gain a variety of ways to filter those records. | |
| Jan 18, 2019 at 20:09 | comment | added | Derek F | Welcome to SFSE! Please take the tour and read How to Ask. Right now, I don't think there's enough information for someone to give you a very targeted answer. Including more information about the things you're using in Salesforce would help. For example, it sounds like you have some CTI (Computer Telephony Integration) in place. Knowing what that is would be helpful. Also, knowing what your call center is looking at (a User or Account record, a custom lightning component or visualforce page, etc...) would be helpful to narrow down the possible solutions. You can edit your question to add info. | |
| Jan 18, 2019 at 20:06 | answer | added | Dan Wooding | timeline score: 0 | |
| Jan 18, 2019 at 19:50 | review | First posts | |||
| Jan 18, 2019 at 20:14 | |||||
| Jan 18, 2019 at 19:49 | history | asked | Guest | CC BY-SA 4.0 |