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SLXMobile - Add an existing Contact to an Opportunity

Status: Delivered in 8.0
by Employee on ‎12-15-2011 09:20 AM

I can only add new Contacts to an Opportunity. I need to be able to add existing Contacts as well.


Ideally, i would also like to be able to select a Contact record on Opportunity entry.


Scenario 1: Create a new Opportunity from a Contact record. The contact record you were in is added to the Opportunity but you can only add additional new Contacts to the Opportunity


Scenario 2: Create a new Opportunity from an Account record. I cannot add a Contact at Oppo entry. Once the Opportunity has been created, i can only add new Contacts to the Opportunity- not link to an existing opportunity.


Scenario 3: An existing Opportunity. I want to add an additional Contact (having just found out the Decision Maker, 3rd Party Consultant etc). I can create them as a new record but I cannot add them if they already exist in my SLX database.

by Gold Super Contributor
on ‎12-15-2011 10:00 AM

"I can only add new Contacts to an Opportunity. I need to be able to add existing Contacts as well."


That is a "Defect".. and it violates the way things work in both the Windows/LAN (since forever - 13+ years!) as well as the full Web client. All 3 scenarios end up at the same "spot".. a single defect..


?? How did I miss that one!

by Copper Super Contributor
on ‎12-30-2011 12:55 PM

This, and opportunity product management, should be in the stock mobile client. I have to write customizations to handle both of these things next week. I'd share them but they'll be customized for a particular client.

by Gold Super Contributor
on ‎12-30-2011 02:23 PM

It is being fixed in the dojo based code but it was not in the 1.2 release that just came out.

We had to customize it as well to make it work right ;-)

by Silver Contributor
on ‎01-01-2012 06:58 PM

yepper Alex (and mcrampsey), there are a number of holes.....but it keeps getting better....we're trying to hold back the flood waters of customizations until the dojo release is out....we don't want to re-customize a customization.


Still, our customer's are liking what they are seeing......and I'm upgrading to 1.2 for 4 customers this week.

on ‎01-01-2012 11:53 PM

Thanks for the great feedback! This is definitely a core feature we want to offer. We've added support for Scenario 3 in the 2.0 release (coming with SalesLogix 8.0, but backward compatible with 7.5.4).


At this time, we consider scenarios 1 & 2 to be covered by Scenario 3. After creating the new Opportunity, you would click on the related Contacts link, and then use the new Lookup button to add existing contacts to the opportunity.




on ‎01-26-2012 03:57 PM
Status changed to: Implemented
by Moderator Moderator
on ‎08-02-2012 12:09 PM
Status changed to: Delivered in 8.0

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