Linking Maximizer tables

macca1976New Member

I am currently trying to write a crystal report that shows data from my opportunities and user defined fields that have been created under opportunities.

I have added the AMGR_opportunity_Tbl and I can see the data i require but when adding the User defined view no data comes across and I lose all the other info.

Can anybody help me with which tables/views i need to link to be able to see the data i require????

10/1/129:17 PM

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Original Post

advocosupportMaximizer CRM Consultants

The exercise of creating a report that includes fields other than those in the opportunity itself can be quite fiddely because of the need to re-create the connection.

In general you should not be reporting on the tables (most end_tbl) but the views as these ensure that the security within your system is correctly enforced.

You will need to manually create the relationships between the views and UDFs and the fields in the AMGR_opportunity view. This is also slightly confusing as you will need to join fields that do not have matching names. I would recommend careful study of the customisation suite documentation.

In the event that you are unable to resolve the issues CABC could either provide remote training to assist you or create a report for you. You can contact us via www.cabc.co.uk

10/29/1212:52 PM

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