Discussion:
Grouping Opportunities and Tasks
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Mark
2010-03-31 18:38:02 UTC
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I want to be able to group together a set of opportunities and their
associated tasks into a "Project". The tasks get assigned to various people
in my organizations. I need to be able to look at a view which shows all the
"open tasks" for this project.

What is the best way to accomplish this?
Dave
2010-04-01 14:57:32 UTC
Permalink
Post by Mark
I want to be able to group together a set of opportunities and their
associated tasks into a "Project".  The tasks get assigned to various people
in my organizations.  I need to be able to look at a view which shows all the
"open tasks" for this project.
What is the best way to accomplish this?
Mark,
1) Create a custom Entity called "Project".
(2) From your post, it seems that a Project has many Opportunities, so
set up that 1:M. You can then see the Opps linked to each Project by
using the Left Nav Bar, and this will create a lookup field you can
place on the Opportunity form so the users can select the project.)
3) As you can't create another link from Task to Project.(can't add
new 1:M relationship to Tasks, unfortunately), to show the multiple
Tasks I would create a custom iFrame page on a new tab on the Project
form. CRM will pass the Project GUID to your custom page. Then,
build the query within your ASPX page to find all opportunities
assoicated with this Project GUID, and from there, all Tasks linked to
those Opportunity GUIDS. The other option is that you could do the
same thing within a SRS Report, and add a button to the Project form.
Not a code complete solution, but this will work... HTH and good luck,
Dave

-------------------------------------------
David L. Carr, President
Visionary Software Consulting, Inc.
Cell: 503-351-4207
Email: ***@earthlink.net
http://www.vscrm.com

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