3/15/2026 3:37:35 PM
|
| |
| slxdeveloper.com Community Forums |
|
| |
|
|
The Forums on slxdeveloper.com are now retired. The forum archive will remain available for the time being. Thank you for your participation on slxdeveloper.com!
Forum to discuss general administration topics for SalesLogix (including LAN & remote topics). View the code of conduct for posting guidelines.
|
|
|
|
Changing opportunity descriptions across the system
Posted: 20 Sep 07 12:06 AM
|
Good day,
One of our clients wants to change the naming convention from Opportunities to Orders across the whole system. To me it seems that you wil never be able to change every description in the system from Opportunities to Orders. Has anyone done something like this? Do you think it is even feasible to try?
Thanks
Ina |
|
|
|
Re: Changing opportunity descriptions across the system
Posted: 21 Sep 07 10:44 AM
|
| I have done this to an extent - really about as far as it is practical to go. The places you will not be able to change it are obviously the database and hardcoded pieces that aren't accessible. We basically had to train our users that when they see the word opportunity, it means the same thing as sales order. It works fine for us, but you can't change the whole system. Unless they have extensive customizations in the system, it might be better to make a few changes in the actual SalesOrder customizations and use that - just untie it from the opportunity. I have done this once as well and it works quite nicely. You could just hid opportunity in most places and tell people to ignore it. |
|
|
|
Re: Changing opportunity descriptions across the system
Posted: 21 Sep 07 5:53 PM
|
When we have similar requests, we typically hide all the standard opportunity stuff then create a new sub-system to meet the client's needs. This works for us, because in addition to changing the name, our clients also need lots of changes to the standard opportunity components. Plus, we never get stepped on by a SalesLogix upgrade or service pack.
|
|
|
| |
|
You can
subscribe to receive a daily forum digest in your
user profile. View the site code
of conduct for posting guidelines.
 Forum RSS Feed - Subscribe to the forum RSS feed to keep on top of the latest forum activity!
|
|
|
|
|
|
|
|