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!

Administration Forums - Database Administration
Forum to discuss SQL Server or Oracle database administration related to SalesLogix databases. View the code of conduct for posting guidelines.

Forums RSS Feed

Back to Forum List | Back to Database Administration | New Thread

View: Search:

Author

Thread: Copy Opportunities

J. Estrella
Posts: 34

Copy Opportunities Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 24 Aug 10 4:38 AM

Is is possible to copy an opportunity then just edit the other information?

[Reply][Quote]

Mike Spragg
Posts: 1226

Re: Copy Opportunities Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 25 Aug 10 6:55 AM

No - not out of the box, your business partner would need to write this (which is feasible to be done from db point of view).

[Reply][Quote]

Raul A. Chavez
Posts: 1300

Re: Copy Opportunities Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 25 Aug 10 11:17 AM

I agree with Mike.

Out of the Box, this is not possible, however it can be built programatically).

And if done, there are several things to consider that will dictate how to get it done:

- Is Synchronization part of the System? (Not a major concern if this is build as an Script within SLX).
- What items need to be kept when copying the Opportunity? (e.g. Contacts, Products, Pricing??)

Again, a BP will be able to help you asses the best way to Design and Implement this functionality.

[Reply][Quote]

Page 1 of 1

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!

slxdeveloper.com is brought to you courtesy of Ryan Farley & Customer FX Corporation. This site, and all contents herein, are Copyright © 2024 Customer FX Corporation. The information and opinions expressed here are not endorsed by Sage Software.	code of conduct \|

page cache (param): 11/25/2024 10:47:38 AM