User must wait several minutes before NEW opportunity shows up in report
When a user creates an opportunity, they will then add product revenue to it. After that, they need to run a report of the opportunity and send the quote to the customer.
The report will prompt for the opportunity name and then retrieve the formatted quote form.
The issue is, after the opportunity is created and product revenue added, when the user tries to run the report, the data selection will not display the opportunity. The opportunity will not show up until after the user logs out and then back into CRMOD.
EDIT: The log out/in portion was just a coincidence and plays into a delay in some sort of background processing problem.
If the user just waits , up 15 to 20 minutes in some cases, the opportunities will show up in the list. Sometimes, they appear very quickly, other times it take a very long time.
I am surmising that this has to do with some sort of business function that runs in the background, and being a shared system, there is a backlog in the processing. Similar to the wait queue for data imports.
Is this normal behavior?
Edited by: nsidev on Aug 28, 2009 1:59 PM
Hi, I think the problem is with the drop down prompt not getting refreshed with newly added opportunities, otherwise with the direct reports clicking the "rerfresh" link brings the newly created opportunity. The problem also doesnt seem to happen if the prompt is of type "Browse through choices and/or type in directly "
-- Venky CRMIT
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