I want to add a sales rep lookup to a quote. I figure since all sales reps
are users we could just rename the field to sales rep. No go. The client
sometimes has other people like admins enter a quote for a sales rep, thus
will need to track who entered it and the sales rep to the quote.

Simple I created a N:1 with user to add the lookup field, but I can't find
the field to add to the quote form and if I use a custom field I see sales
rep on the left menu of the quote. What am I missing, is this functionality
not in 4.0, can't believe that?

I know I could use a created by and owner(as sales rep), but my question is
more of a curious one at this point?


thanks

On Jun 30, 7:07*am, e <e...@discussions.microsoft.com> wrote:
Hi e,

Hmmmm, by the sounds of it you MAY HAVE added the many end as the
wrong entity. I say this because you say the Sales Rep appears in the
left hand menu. It is important to note that in a 1:N or a N:1
relationship there is only one field and this field lives on the N
side entity. So in your example, you need the quote to be the N side
and the user to be the 1 side (a quote can only have one Sales rep,
but a Sales Rep can have many users).

So on the Quote you'll have a sales rep field and on the user side
you'll have a left hand menu item for all the Quotes.

I get this wrong all the time and have to delete the wrong
relationship and recreate it.

Cheers

Paul Reyneke
CRM Blog - http://paulreyneke.blogspot.com/