CRM Software - CABC | Maximizer | Maximizer Add-ons | Services | Support | Store | News

    Buy Maximizer Products and Services On-Line at CRMshop.co.uk
CABC    Maxtalk  Hop To Forum Categories  Maximizer CRM Software  Hop To Forums  Maximizer Support    Opportunity and Opportunity UDF's and Crystal Reports
Go
New
Find
Notify
Tools
Reply
  
Opportunity and Opportunity UDF's and Crystal Reports
 Login/Join
 
Member
Posted
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 ??
 
Posts: 20 | Registered: September 20, 2005Reply With QuoteReport This Post
Master
Posted Hide Post
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]
 
Posts: 728 | Registered: July 14, 2000Reply With QuoteReport This Post
Member
Posted Hide Post
Gord,

Perfect, now works fine.

Many thanks

Bruce Williams
 
Posts: 20 | Registered: September 20, 2005Reply With QuoteReport This Post
  Powered by Social Strata  
 

CABC    Maxtalk  Hop To Forum Categories  Maximizer CRM Software  Hop To Forums  Maximizer Support    Opportunity and Opportunity UDF's and Crystal Reports

© CABC Ltd 2002 - 2010. All Rights Reserved.
Maximizer is a trademark of Maximizer Software inc.