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New Member
Posts: 8
Registered: ‎03-13-2013

Building a Group in the Opportunity module within the Web Client - SQL Question

Greetings,

 

My SQL knowledge is limited, this may be extremely simple to answer, and hopefully it is.  I'm attempting to show account names, and contact's names based on their respective SalesLogix IDs.  Unfortunately, I have been unsuccessful having the ID convert to the proper name, I can get it to show the ID just fine, just not what that ID is associated with.

 

For example:

Opportunity.AccountManagerID I set the format type to "User Name" and that works, but Opportunity.ResellerID doesn't.  Which makes sense, because ResellerID isn't a user in the system, it's an account.  But struggling to find the proper selection.

 

Your help would be immensely appreciated.

 

Thank you and look forward to your replies.

 

Signed,

John

Employee
Posts: 314
Registered: ‎05-19-2009

Re: Building a Group in the Opportunity module within the Web Client - SQL Question

Ok, so on the ResellerID you want to right click and create a local join.

 

Child table and join field will be Account and AccountID, OK to save.  Now under Opportunity in the Query Builder you will see Account (ResellerID).  Select that and if you drag Account in to your layout, you'll be displaying the Reseller name.

 

Hope this helps!

New Member
Posts: 8
Registered: ‎03-13-2013

Re: Building a Group in the Opportunity module within the Web Client - SQL Question

Emma, you're terriffic.  Thank you! Smiley Happy

 

Signed,

John

Employee
Posts: 314
Registered: ‎05-19-2009

Re: Building a Group in the Opportunity module within the Web Client - SQL Question

Anytime! Smiley Happy