Contact Related Information layout (on Opportunity page)
Hi!
I would like to customize the Contact Related Information layout from the Opportunity page. I would like to be able to add the Contact Phone Number within that section, but, as you can see in the attached screenshot, the only fields available in Contact Related Information layout are: First Name, Last Name, Name, Primary, Buying Role, Owner + other Opportunity specific fields like (Close Date, Forecast, Sales Stage etc.) How come I find Opportunity fields in Contact Related Information layout instead of finding Contact specific fields (like Phone Number, Contact Type etc.)?
Thank you,
Delora
Delora, I would recommend that you submit a enhancement request to CRM On Demand customer care for the additional contact fields.
Similar Messages
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Customizing Related Information Layout
Hi,
Need to add the "Last Activity" field in "Contact" Related Information Layout for "Accounts" record type.
The Problem is, can't find the "Last Activity" field in the Available Section of the Related Information layout for Contacts in Accounts record type.
How can I add a field in the Available section to get it to the selected section.
ThanksThe last activity field is not available in the contact related information layout for the account record type at this time. Fields will be added in a future release.
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Data sort in Related information on object detail page.
hi,
Question, how is data sorted on the related information on the detail page(opportunity)in R16
Based on ?
a. created date,
b. modified date
c. last viewed record,
d. last edited record.
e. solution if any?
Looking forward for your valued suggestion. any document aviable for this ?
Thanks & Regards
[email protected]My observation is (from Account RI)
- Contacts - based on Record Association Date)
- Activities - Due Date
- SR - Opened Time
- Opportunity & CO's - Name
I have not seen any document on this. But it would be nice if we can change the sort order. (only allow on Indexed fields as this may affect the performance) -
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Bhas.Hi, You can try out surfacing a report (plain / pivot) but the look and feel may not match to standard calendar. If the requirement is specific about the look, then a customer webservices based solution surfaced as an applet is an option
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Hello,
For the Accounts Related List under Contact I want to add the Status field.
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Minesh PatelThe Related Information list for both accounts (under contacts) and contacts (under accounts) works with the Account Contact Table. You cannot create new fields to this table. You also cannot bring any fields from either Account or contact objects. This is an intersection table that needs major enhancement
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Hi,
In contact page layout Step-4 i have Books in Related Information but in Step-5 Related information Layout Books is not visible.
Need help...Hi,
If you have added the Book section under related information in page layout and access profiles are proper you should be seein that in detail page. If still its not visible, in the detail page click on 'Edit Layout' link on right upper side of the record. Ther Book should be visible. Just selct that.
Thanks,
Amlan -
I am trying to add my custom object as related information in the task page. I have done the whole application customization>related information layout> and created the new layout, then went in to step 5 and made the custom object related info layout I just created. I also added it to related info in step 4. It says it's all there and there is full access, but I do not see my custom object anywhere on task detail.
I'm having similar problems here with CO10 not showing up as related info for SR. Suggest you open a TAR with support. No problems raised when performed similar steps with CO02.
Flavio - Triscal -
Access to Related Information Section
Hi,
I am not able to edit the Opportunity Accounts related information in the Opportunity details page when I am not the owner of the Opportunity Accounts record.
But if I'm the owner of the Opportunity Accounts record, then I'm able to edit the record. I want to change the setup to allow anyone to edit the record if they can see it.
I couldn't find out what I'm missing and I'm quite new to this application. Thanks !I could not reproduce your case. I tried this... (I am User B)
User A has owner access profile
read only for opportunity
read only for custom object 2
view for opportunity---customobject 2
User B has owner and default access profile
read/edit/delete for opportunity
read/edit/delete for custom object 2
view for opportunity---customobject 2
Now...
opportunity owner = User A
custom object 2 owner = User A
In this case I (User B) could edit it from opportunity related section as well as drilling into custom object 2 and editing from there
Also
opportunity owner = User A
custom object 2 owner = User B
In this case I (User B) could edit it from opportunity related section as well as drilling into custom object 2 and editing from there
If your case setup is different, could you provide a detailed repro steps? -
Opportunity Product-Revenue related information section
Hi,
We are going to use the 'Product Revenue' related information section on the Opportunity for Products & Services. Hence, we want to rename this section to 'Products & Services' instead of 'Product Revenue'. I tried to change the name of the Object Type Revenue, but that is not possible using the 'Rename Object Type' function. Does anyone know whether it is possible to change the name and how to do it.
Thanks.
Kind regards,
Niels RekersHi,
Thanks for the quick response.
Is it known when it will be possible? Is that with R16 and when will that Release be released?
Kind regards,
Niels Rekers -
Every time I go on to a different website, several other web address keep opening. I get pages that open up are for related information and also a lot of pages for downloads, including ones to update Firefox.. (Sometimes it even tells me I've downloaded something, and it ask me if I want to save the file or run it. )
Ps.Please also send me the address to update Firefox.
Your help will be so much appreciated!
AnneHello,
FIrst scan your computer, this pages can be malwares, addons, etc:
*[https://support.mozilla.org/en-US/kb/troubleshoot-firefox-issues-caused-malware Problems caused by malwares]
Verify if this happens in safe mode:
*[https://support.mozilla.org/en-US/kb/troubleshoot-firefox-issues-using-safe-mode Firefox in safe mode]
You also can use addon to block popup/ads pages:
*[https://addons.mozilla.org/en-US/firefox/addon/simple-adblock Simple Adblock]
*[https://addons.mozilla.org/en-US/firefox/addon/adblock-plus Adblock Plus]
*[https://addons.mozilla.org/en-US/firefox/addon/adblock-plus-pop-up-addon Adblock Plus Pop-up Addon]
*[https://addons.mozilla.org/en-US/firefox/search/?q=adblock More Results]
Upgrade Firefox only from oficial page:
*[http://www.mozilla.org/en-US/firefox/new/ Last Firefox] -
Deleting an account and related information
When deleting an account does all the related information get deleted?
Does the account also get deleted from historical analysis?
Edited by: user643040 on Jan 20, 2011 9:16 AMWhen an account is deleted the associated Opportunity is deleted (except for opportunities that are Closed/Won or Closed/Closed), the associated Asset is deleted (if it is not associated with another object), the associated Task or Appointment is deleted (if it is not associated with another object). Contacts and Service Requests are not deleted. Also, the account is deleted from historical analysis at the next ETL.
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How can you modify the displayed columns on a Related Information List?
How can you modify the displayed columns on a Related Information List? For example, how could you add the "Type" column to the List of columns displayed for Service Requests when you are viewing the Contacts Detail page?
ThanksI'd have to say I think this is one of the biggest flaws in the OnDemand system currently. The solution I have come up with is to create reports and put them in webapplets showing the data I want to show. I have then removed the standard Related Info List Objects and added weblinks to create new records as the button on the List object is also gone.
Keep in mind that doing this does slow things down a little, so it may not work if you have a big user base.
RWB. -
Related Information Section Settings
Hello everyone,
I have Accounts (renamed-Schools) with Contacts & Service Requests as the related information sections on the detail page. I added a custom applet - Google Maps to the Account Detail Page.
My question is that by default the sections are expanded and display the information it holds. Is there any setting or other way such that they are by default minimized and only expand when you click on the [+] sign so that it takes up less space and reduces scrolling?
Thank You.
P.S. - I am new to the forums - any advice on posting to the correct place or in the correct format is appreciated. Thanksgmshah, you can close any of the related sections and then logout and log back in and those sections will be closed (it remembers what you want open or closed).
-
Hi Gurus,
My last thread is going long, so i m starting new one related to same problem..
Problem:--
My report is displaying Document Number, Base Amount & Tax Amount....which has correct values, but other related information is not coming...
*Means Document Number, Base Amount & Tax Amount is coming properly, BUT all the information related to that like Doc. date, Posting Date, Vendor Code, Vendor Name, Purchasing Doc. Number, Tax Code, Vendor Invoice No. IS NOT DISPLAYING with it...there showing *******, ******, ******** only*
Please let me know how can i display all the information related to Document Number...
My Code:---
REPORT zak_form_c4 NO STANDARD PAGE HEADING LINE-SIZE 125 .
TABLES : bsik,bkpf,bseg,j_1imovend,lfa1,t001,t005u,bsak,ekko,bsis, ekkn, anla, anlc.
TYPE-POOLS : slis.
DATA : BEGIN OF itab OCCURS 0,
belnr LIKE bsik-belnr, "Document number
buzei LIKE bseg-buzei, "line item
hkont LIKE bseg-hkont, "Gl account
mwskz LIKE bseg-mwskz, "Tax Code
dmbtr LIKE bseg-dmbtr, "Amount
ebeln LIKE bseg-ebeln, "Purchasing Document
ebelp LIKE bseg-ebelp, "line item nbr
hwbas LIKE bseg-hwbas, "Base amount
shkzg LIKE bseg-shkzg, "Debit/Credit code
gjahr LIKE bsik-gjahr, "Fiscal Year
bldat LIKE bsik-bldat, "Document Date
budat LIKE bsik-budat, "Posting Date
lifnr LIKE bsik-lifnr, "Vendor number
xblnr LIKE mkpf-xblnr, "Ven invoice nbr
name1(25), "name1
ort01 LIKE lfa1-ort01, "City
j_1ilstno LIKE j_1imovend-j_1ilstno, " Vendor tin nbr
regio LIKE lfa1-regio, "Region Code
bezei LIKE t005u-bezei, "Region desc
dmbtr1 LIKE bseg-dmbtr, "Amount
hwbas1 LIKE bseg-hwbas, "Base amount
END OF itab.
DATA:
v_bldat TYPE bldat,
v_dmbtr TYPE dmbtr,
v_hwbas TYPE hwbas.
DATA : BEGIN OF itab1 OCCURS 0.
INCLUDE STRUCTURE itab.
DATA:END OF itab1.
DATA : BEGIN OF itab2 OCCURS 0.
INCLUDE STRUCTURE itab.
DATA : END OF itab2.
DATA : itab3 LIKE STANDARD TABLE OF itab2 WITH HEADER LINE.
***********************************Purchase order history
DATA: BEGIN OF bet OCCURS 50.
INCLUDE STRUCTURE ekbe.
DATA: END OF bet.
DATA: BEGIN OF bzt OCCURS 50.
INCLUDE STRUCTURE ekbz.
DATA: END OF bzt.
DATA: BEGIN OF betz OCCURS 50.
INCLUDE STRUCTURE ekbez.
DATA: END OF betz.
DATA: BEGIN OF bets OCCURS 50.
INCLUDE STRUCTURE ekbes.
DATA: END OF bets.
DATA: BEGIN OF xekbnk OCCURS 10.
INCLUDE STRUCTURE ekbnk.
DATA: END OF xekbnk.
DATA : w_container TYPE scrfname VALUE 'CL_GRID',
w_cprog TYPE lvc_s_layo,
g_repid LIKE sy-repid,
w_save TYPE c,
w_exit TYPE c,
cl_grid TYPE REF TO cl_gui_alv_grid,
cl_custom_container TYPE REF TO cl_gui_custom_container,
it_fld_catalog TYPE slis_t_fieldcat_alv,
wa_fld_catalog TYPE slis_t_fieldcat_alv WITH HEADER LINE ,
layout TYPE slis_layout_alv,
col_pos LIKE sy-cucol ,
alvfc TYPE slis_t_fieldcat_alv.
SELECTION-SCREEN : BEGIN OF BLOCK b1 WITH FRAME TITLE text-001.
PARAMETERS : hkont LIKE bseg-hkont OBLIGATORY. "GL Code
*SELECT-OPTIONS : hkont FOR bseg-hkont .
SELECT-OPTIONS : belnr FOR bsik-belnr .
SELECT-OPTIONS : gjahr FOR bsik-gjahr .
SELECT-OPTIONS : bldat FOR bsik-bldat.
SELECT-OPTIONS : budat FOR bsik-budat.
SELECTION-SCREEN : END OF BLOCK b1.
PERFORM fill_catalog1 USING:
'HKONT' 'ITAB2' 'G/L Code' ,
'BELNR' 'ITAB2' 'Document Number',
'GJAHR' 'ITAB2' 'Year',
'BLDAT' 'ITAB2' 'Doc. date' ,
'BUDAT' 'ITAB2' 'Posting Date',
'LIFNR' 'ITAB2' 'Vendor',
'NAME1' 'ITAB2' 'Name',
'EBELN' 'ITAB2' 'Purchasing Document',
'MWSKZ' 'ITAB2' 'Tax Code',
'HWBAS' 'ITAB2' 'Base Amount',
'DMBTR' 'ITAB2' 'Tax Amount',
'XBLNR' 'ITAB2' 'Vendor Inv. No.'.
SELECT DISTINCT hkont belnr gjahr bldat budat INTO CORRESPONDING FIELDS OF TABLE itab
FROM bsis
WHERE bukrs = '1000'
AND hkont = hkont
AND belnr IN belnr
AND gjahr IN gjahr
AND bldat IN bldat
AND budat IN budat.
SORT itab BY belnr.
LOOP AT itab.
SELECT * FROM bseg WHERE belnr = itab-belnr AND gjahr = itab-gjahr
AND bukrs = '1000'
AND ( ebeln <> ' ' OR hkont = hkont ).
IF sy-subrc = 0.
itab-buzei = bseg-buzei.
itab-mwskz = bseg-mwskz.
IF bseg-ebeln <> ' '.
itab-ebeln = bseg-ebeln.
itab-ebelp = bseg-ebelp.
MODIFY itab.
ENDIF.
IF bseg-hkont = hkont.
itab-shkzg = bseg-shkzg.
itab-hwbas = bseg-hwbas.
itab-dmbtr = bseg-dmbtr.
IF itab-shkzg = 'H'.
itab-dmbtr = itab-dmbtr * ( -1 ).
ENDIF.
MOVE-CORRESPONDING itab TO itab2.
APPEND itab2.
ENDIF.
ENDIF.
ENDSELECT.
ENDLOOP.
LOOP AT itab2.
SELECT SINGLE * FROM ekko WHERE ebeln = itab2-ebeln.
IF sy-subrc = 0.
itab2-lifnr = ekko-lifnr.
ENDIF.
CALL FUNCTION 'ME_READ_HISTORY'
EXPORTING
ebeln = itab2-ebeln
ebelp = itab2-ebelp
webre = 'X'
TABLES
xekbe = bet
xekbz = bzt
xekbes = bets
xekbez = betz
xekbnk = xekbnk.
itab2-xblnr = bet-xblnr.
SELECT SINGLE * FROM lfa1 WHERE lifnr = itab2-lifnr.
itab2-name1 = lfa1-name1.
itab2-ort01 = lfa1-ort01.
itab2-regio = lfa1-regio.
SELECT SINGLE * FROM t005u WHERE bland = itab2-regio
AND spras = 'EN'
AND land1 = 'IN'.
itab2-bezei = t005u-bezei.
SELECT SINGLE * FROM j_1imovend WHERE lifnr = itab2-lifnr.
IF sy-subrc = 0 .
itab2-j_1ilstno = j_1imovend-j_1ilstno. " Vendor tin nbr
ENDIF.
MODIFY itab2.
ENDLOOP.
SORT itab2 BY belnr.
LOOP AT itab2.
v_dmbtr = v_dmbtr + itab2-dmbtr.
v_hwbas = v_hwbas + itab2-hwbas.
AT END OF belnr.
itab2-dmbtr = v_dmbtr.
itab2-hwbas = v_hwbas.
itab2-bldat = v_bldat.
APPEND itab2 TO itab3.
CLEAR: itab2, v_dmbtr, v_hwbas.
ENDAT.
ENDLOOP.
layout-zebra = 'X' .
layout-colwidth_optimize(1) = 'X'.
CALL FUNCTION 'REUSE_ALV_GRID_DISPLAY'
EXPORTING
i_callback_program = 'ZAK_FORM_C4'
is_layout = layout
it_fieldcat = it_fld_catalog
i_default = 'X'
i_save = 'A'
TABLES
t_outtab = itab3
EXCEPTIONS
program_error = 1
OTHERS = 2.
IF sy-subrc <> 0.
MESSAGE ID sy-msgid TYPE sy-msgty NUMBER sy-msgno
WITH sy-msgv1 sy-msgv2 sy-msgv3 sy-msgv4.
ENDIF.
*& Form FILL_CATALOG1
text
-->P_FIELDNAME text
-->P_REF_TABLE text
-->P_SCRTEXT text
FORM fill_catalog1 USING p_fieldname TYPE any
p_ref_table TYPE any
p_scrtext TYPE any.
CLEAR : wa_fld_catalog.
wa_fld_catalog-fieldname = p_fieldname.
wa_fld_catalog-tabname = p_ref_table.
wa_fld_catalog-seltext_s = p_scrtext.
wa_fld_catalog-seltext_m = p_scrtext.
wa_fld_catalog-seltext_l = p_scrtext.
wa_fld_catalog-datatype = 'CURR'.
wa_fld_catalog-outputlen = 20.
APPEND wa_fld_catalog TO it_fld_catalog.
ENDFORM. " fill_catalog1.
Plz. check it...always use one temporary work area after using "AT END OF"......like this....
loop at itab into wa.
wa_temp = wa.
at end of <field1>.
endat.
clear: wa,wa_temp.
endloop.
after using "AT END OF <field>".......the fields those are situated at the right side of <field> will be come '*'....
so follow the instructions..
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