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New Member
Posts: 46
Registered: ‎03-12-2010

Associate existing opportunities with new Accounts

Hi Folks,

 

I'm probably missing something obvious.  But I'm trying to associate an existing opportunity with a new account.  There doesn't seem to be a front-end way of doing this from the client.  Does anyone know if there's another way to accomplish this?

 

I could just re-create the opportunity itself an associate with the desired account at that time.  But there is quite a lot of data associated with this opportunity record.

 

Any help is greatly appreciated.

 

Thanks,

KJ

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Gold Super Contributor
Posts: 3,087
Registered: ‎03-19-2009

Re: Associate existing opportunities with new Accounts

Correct.. there's a bunch of things that "hook" the opportunity to a specific account. Plus.. if you have ANY types of remotes (Remote user/Office/disconnected) you will have to make changes in a manner that are synch friendly.. including a complete synch out of any/all associated records.

 

I'd suggest your "move opportunity" do a complete (re)create of the opportunity (and associated) record(s).. and then delete the "old one" - Best Practice way.

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RJ Ledger - rjledger@rjlSystems.net +1 603.369.3047 x101

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