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Copper Super Contributor
Posts: 22
Registered: ‎09-14-2011

Saleslogix Web - V7.5.4 - Opportunity - Advanced Lookup

Can anyone please tell me how to add to the Advanced Lookup criteria on the Opportunity side.

 

We need to be able to search on the Opportunity ID - O6UJ9A0000PZ

 

I have tried to search for anything relating to this and several people have mentioned altering the QBE files.  If this is the way to go can someone direct me to these files?

 

Thanks

 

Sarah 

 

Bronze Super Contributor
Posts: 152
Registered: ‎02-01-2011

Re: Saleslogix Web - V7.5.4 - Opportunity - Advanced Lookup

Add Opportunity ID to the group and set it to Not Visible. It will be included in the search criteria but will not be displayed in the group list view. Then in user options, set the default lookup layout to the group you just edited.

Andy Freeman
TrellisPoint, LLC
Copper Super Contributor
Posts: 22
Registered: ‎09-14-2011

Re: Saleslogix Web - V7.5.4 - Opportunity - Advanced Lookup

Thanks for the information..

 

How do I add the field to the lookup results group.  I'm using the web version.

 

Then I can try your suggestion.

 

Thanks

 

Sarah 

 

 

Bronze Super Contributor
Posts: 152
Registered: ‎02-01-2011

Re: Saleslogix Web - V7.5.4 - Opportunity - Advanced Lookup

To edit the group:

  • Click the "All Opportunities" group.
  • In the upper right, click Groups > For All Opportunities Group > Edit.
  • Click the layout tab
  • Select the opportunity entity, then double-click OpportunityID to add it to the layout.
  • Double-click the new column, uncheck "visible".
  • Click OK.

 

To set the group to default layout:

  • Click options > group tab
  • For main view, select Opportunity
  • For default lookup layout, choose "All Opportunities."

 

Andy Freeman
TrellisPoint, LLC