Why do datagrids created on the Contact tab in Profiles ignore the selection tab?

When I add selection criteria like staff code selections or date ranges to the datagrid I want to use on the Contact tab, the system ignores it. How can I filter my records so I only see those records?
If you create a datagrid on the individual profile tab on the contact tab, the layout and the sorting tab criteria will be retained and used for the record display, but anything on the selection tab will be ignored. 

Records are already preselected to appear on the tab based on their idcode and additional selection logic is currently allowed.

In order to be able to select for example on a certain contact type you can do this if you create the datagrid in the regular contact window as opposed to the data grid on the contact tab of the profile record ( clip-board with a check mark icon in the upper right hand corner) and then have that datagrid sorted by idcode, you only need enter the idcode to find the records desired.

To do that, do the following:

1. Go to the profile module
2. On the top right corner of the profile module click on the symbol that looks like a clipboard with a checkmark in it
3. The contact window will open
4. Create the data grid there with selections and sorting as desired.

Steps to Duplicate

1. Find a profile with multiple contacts ( or create some)
2. Go to the Contact tab of the profile record and create a new data grid
3. Select on a specific contact type
4. Save the data grid and generate view
5. Note that you can see all of the contacts for the person regardless of the selection in the data grid.




Was this article helpful?

Thanks for your feedback! Did this solve your issue?

Comments (optional):

Thanks for your feedback!
We're glad it was helpful but sorry it didn’t solve your issue. If you need assistance, click Chat with Support below.
We’re sorry to hear that. Please tell us why.

 I don't like how this works.

 The answer is confusing.

 The answer didn't match what I was searching for.

Additional Comments (optional):

Thanks for your feedback! If you need assistance, click Chat with Support below.
Thanks for your feedback. Help us make our products even better by sharing details in our Idea Banks or our online Community.
Thanks for letting us know. We'll work on clarifying the information in the article. If you need assistance, click Chat with Support below.
Thanks for letting us know. We'll work on updating the search engine to return more relevant results.