Customizing multiple matches list

If multiple accounts or contacts can be found in CRM by phone number, the system displays a grid underneath the phone, with some information of the records found.

The grid has the following columns:

• Icon reflecting the type of entity (account or contact)

• Name (clickable to open the record)

• Address and City

• Checkbox button to select a record in the context of the current call

Address and City columns of the grid can be fully customized, plus name replaced using a custom plugin. The example code of such a plugin:

var SampleCustomer = SampleCustomer || {};
SampleCustomer.Plugins = SampleCustomer.Plugins || {};

SampleCustomer.Plugins.manipulateSearchResults = async function(context) {
    debugger;
    context.customerSearchResults.setColumnHeaders(["foo", "bar"]);
    context.customerSearchResults.setRowData("b41a1595-e321-ec11-b6e6-6045bd8a1d39", "foo", ["bar", "qwe"]);
};

The context parameter of the JS plugin function contains a customerSearchResults property. It is an instance of Enreach.API.customerSearchResults class, which has the following methods:

setColumnHeaders(columnHeaders)

Manipulates the column headers of the grid. Only Address and City columns ca be overridden. Default columns are removed when the method is called.

• columnHeader: string array of column headers

setRowData(id, name, fieldValues)

Updates the values of a particular item.

• id: primary key (GUID) of the item

• name: the value which should be displayed in Name column of the grid

• fieldValues: array of additional field (string) values to be displayed

The number of columns given to setColumnHeaders and length of fieldValues array have to be identical.