Opportunity Manager 1

[am4ndeep]

Hi Guys

A bit of a tough one but hopefully someone can help. When in the opportunity manager (F9) you can view the open and closed opps. When clicking on the Opportunity when it is open you can see the status (e.g open) and stage (e.g 10-initial contact) of the opp.

However when the opp is won/lost only the status is shown when you click on the opp and the stage disappears. I understand you can view what the stage was if you click on the history tab within opportunity manager however require a field where it would show what the last stage was before it was won/lost.

Alternatvely is their a way so that the stage field does not disappear after the opp is closed. Goner hope you can help on this?

 

[goner]

That's just how it's designed, sorry to report.

Doug Castell
Castell Computers

http://www.castellcomputers.com

 

[goner]

If you're on the SQL version of GoldMine, you could maybe do something with a trigger to update one of the other fields (like the opportunity name or code) with the number..

For instance, and opportunity called 'Big Software Customization Project' could become 'Big Software Customization Project(70)' at the time it's won...

Or maybe '(70)Big Software Customization Project' would be a smarter way to go for sorting purposes...


Doug Castell
Castell Computers

http://www.castellcomputers.com

 

[am4ndeep]

Thanks Goner

I was confident that this was not possible but just needed some clarification.

 

[M8KWR]

I was having the same issue, i was told you may be able to do something with the automated processes in goldmine, but since we run the SQL version i was able to do something with triggers.

I used 1 of the 5 additional fields you are able to create to update the old STAGE value to... here is the code if you require is, you will need to change the UBID05 field to the one that you create as your additional field.

CREATE TRIGGER Stage_Update
       ON OPMGR
       FOR UPDATE
AS
IF UPDATE(STAGE)
   BEGIN
       UPDATE OPMGR SET UBID05 = Deleted.STAGE
              FROM OPMGR
              INNER JOIN DELETED ON OPMGR.RECID = Deleted.RECID
   END

Hope this helps you out, or any future development in Goldmine

 

[am4ndeep]

Brilliant

I have created the trigger in SQL and has worked a treat. Thanks a lot for that.

 

[M8KWR]

glad to be a help.... Merry Christmas and a Happy New year.