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Link between contacts and opportunities RRS feed

  • Question

  • Hello! Does anyone know what links the contacts to the opportunities in CRM? Cause when we try looking for a customer in the opportunities search field, we cannot find anything even though each opportunity has a contact which lists customer's last name, first name, email address etc. But when we type any of those criterias into the search field, we get back no results. Thanks in advance!
    • Edited by SQL_4_Me Friday, January 8, 2010 8:42 PM
    Friday, January 8, 2010 8:29 PM

Answers

  • Okay lets resume: You´ve entered an opportunity and linked this to a contact (customer lookup) - right?
    In the contact you´ve entered an email address.

    Now you´ve entered a lead with the same email address and crm is not giving a warning message that this contact already exists - right?

    This is because of the detection rules entered and published in the system. You can define a duplicate detection rule where you proof the email attribute. All you have to do is selecting the base entity 'contact' and the consistent record type 'lead'. Then choose E-Mail from first entity and E-Mail from second entity and define a criteria.

    After that save and publish your rule.

    Now crm should bring up the duplicate detection dialog
    Gruß Carsten Groth http://carstengroth.spaces.live.com
    • Marked as answer by SQL_4_Me Friday, January 8, 2010 9:56 PM
    Friday, January 8, 2010 9:41 PM

All replies

  • You´ll have to customize your searchable fields in your search views to get your results.

    Contacts and Accounts are linked. You can see this in n:1 Relationships / 1:n Relationships
    - for example Primary Contact
    Gruß Carsten Groth http://carstengroth.spaces.live.com
    Friday, January 8, 2010 8:36 PM
  • I'm sorry I meant between contacts and opportunities.
    Friday, January 8, 2010 8:43 PM
  • Opportunities are linked with the lead, account and contact entity. Take a look at the n:1 Relationships (opportunity_customer_account, opportunity_customer_contact, opportunity_originating_lead). So when you click on customer-lookup on the opportunity form what happens? You should have a picklist for selecting account and contact left to the search field
    Gruß Carsten Groth http://carstengroth.spaces.live.com
    Friday, January 8, 2010 8:54 PM
  • I believe you are doing a Quick Find search in the Opportunity area.  Please make sure the fields you are searching against is defined as "Find" column in the system "Quick Find" view for Opportunity entity.
    • Proposed as answer by James Chao Friday, January 8, 2010 9:09 PM
    Friday, January 8, 2010 8:58 PM
  • My main problem is I don't want to make duplicate entries but the system isn't automatically detecting existing email address/names etc. For example, I originally entered an opportunity with it's primary contact yesterday. Today I entered the same customer as a lead in the system and CRM didn't detect or warn me that this information was already existent in the database even though I was entering the exact same contact info. So I guess I'd just like to know what particular information links contacts and opportunities and how does CRM go about detecting duplicate entries and warning the user that the information is already existent in the database.
    • Edited by SQL_4_Me Friday, January 8, 2010 9:49 PM
    Friday, January 8, 2010 9:25 PM
  • Okay lets resume: You´ve entered an opportunity and linked this to a contact (customer lookup) - right?
    In the contact you´ve entered an email address.

    Now you´ve entered a lead with the same email address and crm is not giving a warning message that this contact already exists - right?

    This is because of the detection rules entered and published in the system. You can define a duplicate detection rule where you proof the email attribute. All you have to do is selecting the base entity 'contact' and the consistent record type 'lead'. Then choose E-Mail from first entity and E-Mail from second entity and define a criteria.

    After that save and publish your rule.

    Now crm should bring up the duplicate detection dialog
    Gruß Carsten Groth http://carstengroth.spaces.live.com
    • Marked as answer by SQL_4_Me Friday, January 8, 2010 9:56 PM
    Friday, January 8, 2010 9:41 PM
  • Gotcha! Thanks so much I appreciate it!
    Friday, January 8, 2010 9:57 PM
  • You´re welcome
    Gruß Carsten Groth http://carstengroth.spaces.live.com
    Friday, January 8, 2010 10:07 PM