|
CRM Software - CABC | Maximizer | Maximizer Add-ons | Services | Support | Store | News |
![]() |
|
Maxtalk
Maximizer CRM Software
Maximizer Support
Opportunity and Opportunity UDF's and Crystal Reports|
Go
![]() |
New
![]() |
Find
![]() |
Notify
![]() |
Tools
![]() |
Reply
![]() |
|
|
Member |
I am using Maximizer Enterprise 8 SQL and trying to create Crystal Reports which combine both Opportunity Table data and Opportunity UDF's. I am struggling with displaying both in the same report and assuming that I have incorrectly set up the links between the Tables and / or Views.
Can anyway suggest a way forward, ie use Table AMGR_Opportunity with the respective View Opportunity (UDF) and create links, using specific link types between the following Table fields and View fields, x, y and z, etc. Any suggestions very much appreciated ?? |
||
|
|
Master |
The views for opportunity UDFs have columns called [Client_Id] and [Contact_Number] but they actually contain the [Opp_Id] and [Opp_Number]. Since the AMGR_Opportunity table also has columns called [Client_Id] and [Contact_Number], Crystal is creating joins on those columns by default. However, this is not what you want.
Instead of joining... [O_UDF_NAME] [AMGR_Opportunity] [Client_Id]---------[Client_Id] [Contact_Number]----[Contact_Number] ...you want... [O_UDF_NAME] [AMGR_Opportunity] [Client_Id]---------[Opp_Id] [Contact_Number]----[Opp_Number] |
|||
|
|
Member |
Gord,
Perfect, now works fine. Many thanks Bruce Williams |
|||
|
| Previous Topic | Next Topic | powered by eve community |
| Please Wait. Your request is being processed... |
|
Maxtalk
Maximizer CRM Software
Maximizer Support
Opportunity and Opportunity UDF's and Crystal Reports
|
CRM Software - CABC | Maximizer | Maximizer Add-ons | Services | Support | Store | News |

