Sign in
Microsoft.com
 
Microsoft
 
 
 

locked
Unable to Primary Contact's Information on Opportunity Public View RRS feed

 > 

  • Question

  • Question
    Sign in to vote
    0
    Sign in to vote
    I am modifying opportunities public view default listing of open opportunities. I have customized it by addming Potential Customer (Contact) Field of Mobile , Home Phone and Email. Here in my case Potential Customer's Primary Contact has all that information defined. and the view has been created but contact's information regarding name , phone , mobile is empty always. any clue please
    Wednesday, May 19, 2010 10:10 AM

Answers

  • Question
    Sign in to vote
    0
    Sign in to vote

    My Opportunity has a Potential Customer

     -> Is this potential customer look up field have Account selected or contact selected?  if this has Account selected then it will not work..you need to select contact over here to make your request work..

     

    Friday, May 21, 2010 11:55 AM
    Answerer
  • Question
    Sign in to vote
    0
    Sign in to vote
    You'll probably need to create fields on your Account entity to store the Primaray Contact's data then you can use it in the view.  You'll want to create a workflow to update the Account record with the Primary Contact's information.  I haven't tested the process so this is just one suggestion as an option.

    Regards, Donna

            Windows Live Blog

    Monday, May 24, 2010 1:02 PM

All replies

  • Question
    Sign in to vote
    0
    Sign in to vote

    Are your opportunities associated with Contacts or Accounts?  The opportunity must be associated with a Contact to display the information in the View.  CRM will not automatically show the Primary Contact information of the Account related to the Opportunity.

    Regards, Donna

            Windows Live Blog

    Wednesday, May 19, 2010 2:31 PM
  • Question
    Sign in to vote
    0
    Sign in to vote

    Yes, Donna is correct I think if you open those relevant opportunity and check customer field for specific opportunity and see if this account or contact..

    if this is set to contact then and then your view will populate these information otherwise it will remain blank..

     

    Thursday, May 20, 2010 11:50 AM
    Answerer
  • Question
    Sign in to vote
    0
    Sign in to vote

    My Opportunity has a Potential Customer

    & Potential Customer has a Primary Contact Defiend.

    This Primary Contact has Mobile Phone and Email defined in it.

    The above Data Part Looks OK in My CRM.

    Based on This Customized my Public Listing view named My Public Opportunities by Follwoing:

    I go to Add Column and Selects Record Type : Potential Customer (Contact) then I added Mobile Phone and Email Address of Contact.

    after getting it saved and published now my Public Opportinities Listing has these contact realted columns added but there is not data :(.

    Sheraz

    Friday, May 21, 2010 11:14 AM
  • Question
    Sign in to vote
    0
    Sign in to vote

    My Opportunity has a Potential Customer

     -> Is this potential customer look up field have Account selected or contact selected?  if this has Account selected then it will not work..you need to select contact over here to make your request work..

     

    Friday, May 21, 2010 11:55 AM
    Answerer
  • Question
    Sign in to vote
    0
    Sign in to vote

    OK Now i understand Potential Customer can have two possiblities either of type contacts or accounts.

    if i have defined contact then i can get phone numbers and all that i have defined against the related contact.

    My question is i am recording opportunities against accounts they are my potential customers. and every potential customer or account in my case has a primary contact defiend. and i like to see the primary contact infomration and the account to which that primary contact belongs.

    my list should give me follwoing view:

    <opportunity related fields> , Account Name, Primary Contact Name, Primary contact's Mobile.

     

    How will i achieve this ?

    Sheraz

    Monday, May 24, 2010 9:21 AM
  • Question
    Sign in to vote
    0
    Sign in to vote
    You'll probably need to create fields on your Account entity to store the Primaray Contact's data then you can use it in the view.  You'll want to create a workflow to update the Account record with the Primary Contact's information.  I haven't tested the process so this is just one suggestion as an option.

    Regards, Donna

            Windows Live Blog

    Monday, May 24, 2010 1:02 PM