- Opportunity needs to display Account and Contact - Help!
- Posted by Brent Bassett on November 2nd, 2004
We are using opportunities to track our forecasted sales. There are
multiple contacts with an account, so Opportunities are linked to the
contact person. However, when viewed from a list of all opportunities, it
just diplays the Contact Name - not the underlying acount the contact is
associated with. We need to have the company name on the account also
displayed. Any ideas how to do that?
I thought about mapping accountid on the contact records to the opportunity
and then displaying that field...but it is a system field with a data type
that cannot be added (Lookup). Any other ideas, absent a bunch of custom
programming - I am not a programmer (yet...) Thanks!!!!!
Brent Bassett
Center for Computer Resources
- Posted by Matt Parks on November 2nd, 2004
I'm afraid programming is your only solution. There is no support for what you
want to achieve, so you'd have to develop some code to simulate that data.
Matt Parks
MVP - Microsoft CRM
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On Tue, 2 Nov 2004 14:37:09 -0500, "Brent Bassett" <brentb@ccr1.com> wrote:
We are using opportunities to track our forecasted sales. There are
multiple contacts with an account, so Opportunities are linked to the
contact person. However, when viewed from a list of all opportunities, it
just diplays the Contact Name - not the underlying acount the contact is
associated with. We need to have the company name on the account also
displayed. Any ideas how to do that?
I thought about mapping accountid on the contact records to the opportunity
and then displaying that field...but it is a system field with a data type
that cannot be added (Lookup). Any other ideas, absent a bunch of custom
programming - I am not a programmer (yet...) Thanks!!!!!
Brent Bassett
Center for Computer Resources
- Posted by Brent Bassett on November 3rd, 2004
Thanks Matt, I was afraid of that. Maybe I can create a company field in
Contact and map the account name from Account to that field, and then have
that map when an opportunity is created? Not perfect but that might
work...?
Brent
"Matt Parks" <mattp65@Yax_RemoveDashAndX_xhoo.com> wrote in message
news:9i2go0hop883hoo6u7kt0uu3f4guct8gjn@4ax.com...
- Posted by Matt Parks on November 3rd, 2004
No, afraid it won't. Only 1 Map will be used when a record is created and in
this case, it will be the Contact -> Opportunity map. So the Account name field
isn't available to you at that time.
Matt Parks
MVP - Microsoft CRM
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On Wed, 3 Nov 2004 14:42:40 -0500, "Brent Bassett" <brentb@ccr1.com> wrote:
Thanks Matt, I was afraid of that. Maybe I can create a company field in
Contact and map the account name from Account to that field, and then have
that map when an opportunity is created? Not perfect but that might
work...?
Brent
"Matt Parks" <mattp65@Yax_RemoveDashAndX_xhoo.com> wrote in message
news:9i2go0hop883hoo6u7kt0uu3f4guct8gjn@4ax.com...
- Posted by Brent Bassett on November 10th, 2004
True - but if I mapped Account Name (Name in the schema) to a custom field
in Contact object, I could then map that to the opportunity. Issue though -
name is mapped to a field called accountidname...but I can't find that field
in the Contact object. Any ideas what that is and if I even need that
mapping? Thanks!
Brent
"Matt Parks" <mattp65@Yax_RemoveDashAndX_xhoo.com> wrote in message
news:9tnio0lama2g41508k83abb47pb42111rm@4ax.com...
- Posted by Matt Parks on November 10th, 2004
Yes, you could do this, but the value in the custom name field would never get
updated if you change the assicated Account's name or if you don't create the
contact "from" the Account. There are ways around this by writing a
post-callout to cascade the update to the associated Contacts if you want.
The accountidname is a generated attriute that gets set when you query from the
contact object. It brings the name from the Associated Account back i nthis
field. I would not remove it from the map, even though I don't think it would
hurt anything.
Matt Parks
MVP - Microsoft CRM
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On Wed, 10 Nov 2004 17:03:56 -0500, "Brent Bassett" <brentb@ccr1.com> wrote:
True - but if I mapped Account Name (Name in the schema) to a custom field
in Contact object, I could then map that to the opportunity. Issue though -
name is mapped to a field called accountidname...but I can't find that field
in the Contact object. Any ideas what that is and if I even need that
mapping? Thanks!
Brent
"Matt Parks" <mattp65@Yax_RemoveDashAndX_xhoo.com> wrote in message
news:9tnio0lama2g41508k83abb47pb42111rm@4ax.com...
