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jsavoor  
#1 Posted : Tuesday, November 16, 2010 7:14:35 AM(UTC)
Rank: Newbie
jsavoor
Groups: Registered

Posts: 4
Location: UK

Hi


I see that when you add a contact one can designate it to be a customer, prospect, channel partner etc. in the Relationship Type.


What I need is the ability to designate an opportunity to an account based on the value of the Relationship Type.


So a new field in Opportunity may be called PARTNER. The lookup for this being WHERE RELATIONSHIP_TYPE = "CHANNEL PARTNER"


This is for locking an opportunity to an partner account.


Could you please tell me how this can be done?


Thanks Jay

skdutta  
#2 Posted : Tuesday, November 16, 2010 8:10:25 AM(UTC)
Rank: Administration
skdutta
Groups: Registered, Developer, Administrators

Posts: 257
Location: Atlanta, GA

Hi Jay,


 


Thanks for the question. Please see if this article helps in this regard.


 


http://forum.officeclip.com/default.aspx?g=posts&t=61


 


Thanks

SK Dutta,
Architect OfficeClip LLC,
Web-based Business Software,
Ph: +1-770-448-7375,
Web: https://www.officeclip.com

jsavoor  
#3 Posted : Tuesday, November 16, 2010 8:14:52 AM(UTC)
Rank: Newbie
jsavoor
Groups: Registered

Posts: 4
Location: UK

Hi Mr Dutta


Thanks for taking the time to speak with me.


The link works but the resulting video link does not. It reports an XML error.


Could you please check and let me know?


Jay

skdutta  
#4 Posted : Tuesday, November 16, 2010 8:50:10 AM(UTC)
Rank: Administration
skdutta
Groups: Registered, Developer, Administrators

Posts: 257
Location: Atlanta, GA

Should be fine now. Also I have copied it in YouTube:


http://www.youtube.com/watch?v=HODvFyjJGGY


 


Thanks

SK Dutta,
Architect OfficeClip LLC,
Web-based Business Software,
Ph: +1-770-448-7375,
Web: https://www.officeclip.com

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