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Opportunity Group
Posted: 16 Aug 06 8:35 AM
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fiogf49gjkf0d Hi all.
I am working with Opportunities, and I want to create a group that displays opportunities where the user logged into the SalesLogix Client will only see the opportunities where they are the AccountManager. The problem is, we may have 3 different users that are in charge of 3 different opportunities for the same account.
For example,
Account: Sally Cookies --> AccountManager: John Doe
Opportunity: Sally Cookies Phase 1 --> We want Andy Apple to be in charge of this opportunity
Opportunity: Sally Cookies Phase 2 --> We want Bertha Blueberry to be in charge of this opportunity
Opportunity: Sally Cookies Holiday Special --> We want Carlos Candy to be in charge of this opportunity
Now I saw in Opportunity Detail, you can choose an account manager, can this be different from the account manager that is assigned in the Account Detail view?
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Re: Opportunity Group
Posted: 17 Aug 06 1:22 AM
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fiogf49gjkf0d Yes, you can change the Opportunity Account Manager to be different frm the Account's Account Mananger.
If you edit the Account's Account Manager, SLX will ask the user if they want all OPEN (Status = Open) Opportunities to be updated with this same user as well.
I don't recall if this is restricted to updating Opportunities that are OPEN *and* have the old Account Manager or if it is not specific about the old Opp Account manager value.
Suggest you give it a quick test to confirm.
Todd Hardin |
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Re: Opportunity Group
Posted: 17 Aug 06 7:30 AM
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fiogf49gjkf0d I want to create a group that displays opportunities where the user logged into the SalesLogix Client will only see the opportunities where they are the AccountManager.
In the conditions for the group add a condition that says
opportunity.accountmanagerid = :userid
and make sure you have the 'Use Value as a Literal' checked.
:userid is special SLX variable that returns the currently logged in user id.
John G.
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Re: Opportunity Group
Posted: 18 Aug 06 7:52 AM
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fiogf49gjkf0d Thanks for the help!
When I put the special SLX variable you stated and I sign in as one of the users that is the Opportunity.Accountmanagerid of some opportunities, it does not list some of the opportunities this user is a manager of. Does it matter if the Account Manager is one person, while the Opportunity Account Manager is someone else? |
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Re: Opportunity Group
Posted: 18 Aug 06 8:02 AM
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fiogf49gjkf0d Does it matter if the Account Manager is one person, while the Opportunity Account Manager is someone else?
In my example I told it to compare the Opportunity.accountmanagerid to the currently logged in user. This will only display opportunities where the opportunity account manager equals the currently logged in user. It will not display all opportunites for an account where the account manager is the currently logged in user if some of those opportunites are assigned to othr account managers.
The account manager for an opportunity can be different from the account manager. Comparing the opportunity.accountmanagerid to the currently logged in use will only show opportunities for that user. If some are missing, take a look at the opportunity detail screen and verify the opportunity is really assigned the the logged in user.
John G.
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Re: Opportunity Group
Posted: 21 Aug 06 4:39 PM
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fiogf49gjkf0d I called Sage Software and they said I needed Hotfix 3 for service pack 3. That solved the problem! Thanks! |
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