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Opportunity and Opportunity UDF's and Crystal ReportsGo ![]() | 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 ?? | ||
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| 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] | |||
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| Member |
Gord, Perfect, now works fine. Many thanks Bruce Williams | |||
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Maxtalk
Maximizer CRM Software
Maximizer Support
Opportunity and Opportunity UDF's and Crystal Reports
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CRM Software - CABC | Maximizer | Maximizer Add-ons | Services | Support | Store | News |

