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Thread: Show Sales Process step in Group

Brian Thews
Posts: 34

Show Sales Process step in Group Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 14 Apr 08 2:08 PM

Hi, was wondering if anyone has done this or has any suggestions.
We want to show a specific Sales Process step in an opportunity group. We kind of use the Sales Processes like checkboxes on the Opportunities.
For example, have we sent the paperwork to the client - yes or no
So we want to be able to have a new group of Opportunities that show the description, status, close date, and a column that shows whether or not we have sent paperwork to the client, yes or no.

Thanks for any feedback on how to do this!
Brian

[Reply][Quote]

Brian Thews
Posts: 34

Re: Show Sales Process step in Group Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 15 Apr 08 8:31 AM

I think I have a workable solution!
It may not work for remote users, because I used bits and pieces of a solution mentioned in this article:

http://slxdeveloper.com/page.aspx?action=viewarticle&articleid=37
How to Create a View in a SalesLogix Database that Points a Table in a Different Database on a Different Server

I create the following view, and join to that view in the query builder when building the new group.

CREATE VIEW [sysdba].[MyViewName]
AS
SELECT DISTINCT TOP 100 PERCENT
o.opportunityid,
sp1.Completed as MyStepName,
FROM sysdba.OPPORTUNITY o
LEFT JOIN sysdba.SALESPROCESSAUDIT sp1 ON sp1.entityid = o.opportunityid AND sp1.stepname = 'My Step Name'

Seems to work just fine.
If anyone sees any issues, please let me know.

[Reply][Quote]

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