- oppertunity owner changes when account owner changes
- Posted by Geert ten Napel on May 8th, 2008
Hello, I have a problem with one of the relations in CRM
I found out that when you change the owner of an account, all the
oppertunity's that are beneath it also change from owner. Is there a way to
keep the owner of the oppertunity? Maybe with an extra field or somehing?
thanx
- Posted by Jonny Nachman on May 8th, 2008
Hi There
i would check the relationship types between the account and the
oppotunities, you need to take cascading off, this will allow you to change
over the account and leave the oppotunities.
--
http://halo9.co.uk/blog
"Geert ten Napel" wrote:
- Posted by Geert ten Napel on May 8th, 2008
I wish i could, but i can't find the relationship between account an
oppertunity.
There are 3 relationships, and none of them says something about an owner id.
- Posted by LeonTribe on May 9th, 2008
On May 9, 1:19*am, Geert ten Napel
<GeerttenNa...@discussions.microsoft.com> wrote:
The configuration options for the Account-Opportunity relationship
will use the phrase 'cascading'. This is what Jonny is referring to.
Leon Tribe