Relationship replaces related contacts in opportunites in V3.0....

I need some help...in V1.2, you could relate Contacts to
opportunites....in V3.0, this has been replaced by "relationships"
which is fine except...I have a customer who used the Contacts view in
Opportunity to display info on related contacts such as job title,
address, phone, etc....I just edited the Contacts associated view to
disply this info and it saved their call center reps a few clicks by
not having to actually open the contact record just to verify or see
this info. Now, if they want to see that info, they have to open the
contaqct record from the Relationship view.

Here is my question, is there a way that i can add the full contact
link back into opportunities? I'm thinking maybe I can by defining a
relationship and mappings via Customizations. Anybody have an opion or
ideas on this? it is kind of hard to explain so I hope I got my point
accross as to what I need.

Thanks in advance for any and all help.

Dave
Fri Jan 27 09:59:21 CST 2006

Steve,

I thought the answer was, use the hack for views, but it doesn't look
like they are using the savedquerybase table for this, at least
according to Profiler. (Which shows a complex SQL statement that
brings back many more columns that the two that show on the screen.)

I'd suggest entering an urgent enhancement request, as this seems to me
like a pretty big hole that many customers will stumble across.

(However, there is a down arrow available on that, like all, grids, and
that displays a description field... I haven't time to go any deeper,
but if MS can figure out if this is displaying the customeriddsc or the
opportunityroleiddsc field, you MIGHT be able to populate that field
with the information you are looking for... that is probably going to
require a pretty ugly hack, though...)

Please keep us posted if you find anything; I'm sure one of my clients
will be asking for the same thing... Sorry for less than the answer
you were hoping for,

Dave

-------------------------------------------------
David L. Carr, President
Visionary Software Consulting, Inc.
http://www.vscrm.com
971-327-6944

For a free, fully functional demo version of VAST, the Microsoft CRM
auditing solution, please visit
http://www.vscrm.com/vast_download_page.php


Dave


-------------------------------------------------
David L. Carr, President
Visionary Software Consulting, Inc.
http://www.vscrm.com
971-327-6944

For a free, fully functional demo version of VAST, the Microsoft CRM
auditing solution, please visit
http://www.vscrm.com/vast_download_page.php

SteveT
Fri Jan 27 11:41:02 CST 2006

Thanks for the reply Dave. It looks to me like they are displying the
opportunityroleiddsc field in that preview-view. You are right, it
would be an ugly hack to populate some contact address info into that
field. It worked great for this client the way is was in 1.2. If I can
figure out how to add contacts back into to opportunites...it would be
fine. I am going to submit a request to MSFT but I'm not going to hold
my breath on this one.