Add Call List Members Based on Contact Record Type

Overview

When you click the New Call List Member button, a Contact lookup filter displays allowing you to search all Contacts A contact (or client contact) is the person who the recruiter is working with at a Company. In Talent Rover a Contact can be either a Client Contact or a Candidate Contact. Both types of Contacts are stored in the same object (Contact). and add them to your Call List.

Orgs that use Contact Record Types can apply a filter to the Contact lookup field so that only Contacts of a specific Record Type are shown. This is helpful for Orgs using the Candidate A person looking for a job. A candidate can also be referred to as a Job Seeker, Applicant, or Provider. Marketing Call List to contact their Clients A Company is the organization where the contact works. This can also be called the Client.. With this configuration option, when a new Call List Member is added, only the Client Contacts A contact (or client contact) is the person who the recruiter is working with at a Company. In Talent Rover a Contact can be either a Client Contact or a Candidate Contact. Both types of Contacts are stored in the same object (Contact). from their database will be shown.

From the end user point of view, the only change is a slightly different look of the page that pops up when the New button is clicked.

Configuration

Prerequisites

• Org uses Contact Record Types
• Org is on v. 3.358 or higher

Two steps are needed to enable this filter:

1. The standard New button on the Call List Members page layout is overridden, so that a different page pops up when that button is used. The Contact lookup field on this page responds to configuration set up in a new Custom Metadata Type.
2. A new Custom Metadata Type is added. As a result, that Contact field will show only selected Contact types.

Override the New button on the Call List Member page layout

1. Go to Setup > Object Manager > Call List Member then select Buttons, Links, and Actions.
2. Find the Standard New button and click Edit.
   
3. Override the Standard button (both for Classic and Lighting) with the Visualforce page NewCallListMember. Configure as follows:
   
   
4. (Optional) Customize the fields on the NewCallListMember Visualforce page by going to Setup > Build > Create > Objects > Call List Member > Field Set.

Configure the Custom Metadata Type

1. Go to Setup > Custom Metadata Types > New CallList Member Criteria [click Manage Records] > New.
2. Create a Custom Metadata Type that associates the Call List Record Type with the required Contact Record Type