Discussion:
Advanced Find on Opportunity Products
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CRM 2008
2010-02-09 03:57:01 UTC
Permalink
Hi

I need to advanced find on opportunity products. Is there an add-on or
something that I can use to get this functionality.

Thanks
CRM_2008
Dave
2010-02-09 16:24:03 UTC
Permalink
Post by CRM 2008
Hi
I need to advanced find on opportunity products. Is there an add-on or
something that I can use to get this functionality.
Thanks
CRM_2008
Hey '08,
You don't need an add-on. The reason Opp Prods don't appear in the
main list of entities is that is no view (other than associated) that
you can get for Opp Prods. You can only see them in relation to
opportunities. So, to search on Opportunity Products, open Advanced
Find, search for Opportunities, and then scroll down the field list.
Near the bottom (past the Related header) will be opportunity products
(Opportunity). Just select this entity, then search on any attributes
on that entity.
HTH,
Dave

-------------------------------------------
David L. Carr, President
Visionary Software Consulting, Inc.
Cell: 503-351-4207
Email: ***@earthlink.net
http://www.vscrm.com
CRM 2008
2010-02-18 21:54:01 UTC
Permalink
Yes I understand that, but I need to display the results from opportunity
products entity as well.

Thanks
CRM_2008
Post by Dave
Post by CRM 2008
Hi
I need to advanced find on opportunity products. Is there an add-on or
something that I can use to get this functionality.
Thanks
CRM_2008
Hey '08,
You don't need an add-on. The reason Opp Prods don't appear in the
main list of entities is that is no view (other than associated) that
you can get for Opp Prods. You can only see them in relation to
opportunities. So, to search on Opportunity Products, open Advanced
Find, search for Opportunities, and then scroll down the field list.
Near the bottom (past the Related header) will be opportunity products
(Opportunity). Just select this entity, then search on any attributes
on that entity.
HTH,
Dave
-------------------------------------------
David L. Carr, President
Visionary Software Consulting, Inc.
Cell: 503-351-4207
http://www.vscrm.com
.
Matt McMaster
2011-02-16 02:45:56 UTC
Permalink
Hi, did you ever get a result for this? I need the same thing...

Look forward to hearing from you
Post by CRM 2008
Hi
I need to advanced find on opportunity products. Is there an add-on or
something that I can use to get this functionality.
Thanks
CRM_2008
Post by Dave
Hey '08,
You do not need an add-on. The reason Opp Prods do not appear in the
main list of entities is that is no view (other than associated) that
you can get for Opp Prods. You can only see them in relation to
opportunities. So, to search on Opportunity Products, open Advanced
Find, search for Opportunities, and then scroll down the field list.
Near the bottom (past the Related header) will be opportunity products
(Opportunity). Just select this entity, then search on any attributes
on that entity.
HTH,
Dave
-------------------------------------------
David L. Carr, President
Visionary Software Consulting, Inc.
Cell: 503-351-4207
http://www.vscrm.com
Post by CRM 2008
Yes I understand that, but I need to display the results from opportunity
products entity as well.
Thanks
CRM_2008
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