Repeated Opp Contact with different Buying Role

My business need calls for an Opportunity to have the same Opportunity Contact with more than one Buying Role. For example, Opportunity ABC needs to have Joe Smith as the Architect and again as the Designer. With about a dozen Buying Role values and all combinations of role values possible, I don't want to define all the role combinations. As delivered, the application prevents a Contact from having more than one Buying Role on a given Opportunity.
I'm thinking about using a custom object with the Name field being an expression that concatenates Opportunity Name, Contact Name, and Buying Role. Is this possible? Reasonable?
Open to other ideas to meet the need.
Regards,
Jeff

Custom Objects tend to come up short. In this case, I originally wanted the Name to be the Contact's name. I've not found a way to make that happen and I can't expect the user to set it. On the related list display, I can choose to not display the Name and instead display the Contact name. Name is still required. I could fill it with a Function value such as Timestamp. For a related list you get the Add and New buttons. User's still don't get those straight. The display for Add is just too confusing for the user, so I tell them to always us New. Is there a way to remove Add?
SFDC has a data type known as Look-up which lets you construct links between objects without using an intermediate custom object. For example, you want to indicate the "Project Lead" contact on an Opportunity. That same person can also be listed as a Contact with a Buying Role, so the related list isn't sufficient. In CRMOD, a custom object is necessary. While this type of custom object is easy on the user, but an admin type of user needs to populate the CO. For the user to actually get to the, you need to click through the intermediate object. Plus, you still have the challenge of setting the Name field. The Name is the displayed hyper-link, so you need to have a logical value. Anybody have luck using a function to set the value? I'd like it to be the Contact's name.
Regards,
Jeff

Similar Messages

SECATT - Mass creation of users with different assigned roles

Hello! I've been tasked with creating an eCATT to do a mass creation of users and each user will have a different role assigned (besides the general roles). We're doing this to test out the different roles we have created. I've done some searching through the forums and found some different ideas but I'm not sure they are exactly what I need. One suggestion was to use SU10 to make the role assignement but I'm guessing I would still need to setup a parameter for each role so I would initially need to know how many roles would be entered. I would like for the eCATT to be able to handle assigning multiple roles to a user with each user possibly getting a different number of roles. Would anyone be able to suggest a way to assign different roles to different users through an eCATT?
Thank you!

Hi Wendy,
To create users, maybe SU01 or SU10 can be used. To assign users to a role, maybe you can try with PFCG.
SU01 and SU10 have the view from the user - for each user, different roles can be selected and assigned to that user.
PFCG has the view of roles - for each role, different users can be selected and assigned to that role.
Hence if you know which roles should be assigned to which users, PFCG might be easier.
Hope such information is helpful for you.
Kind Regards, Qian

Can't Customize Multiple Contacts With Different Ringtones

I am copying this from a different Blackberry Forum sight I posted at. I can't get different ringtones for different contacts, I already got the phone calls but I want the text messages different just like I have the calls customized.
Ok, call me stupid but I think I am having the exact same problem as everyone else. I see absolutely no point in having the same ringtone for ALL text messages(or a max of 2 if you make a different profile/exception)... On the last 4 phones I have had I was able to use this function. Now days a lot of the consumers text more than they call other people (especially if they work alot). I can customize the ringtone by changing the profile(ex. Custom Tones) and making an exception(Custom Tones), but I can only do this for one person(Trevor). Yes, I realize I can add more than one person to that exception(Trevor, Mike, etc.) and still have the same ringtone(on that Custom Tones exception), but that does me no good. I don't want to have to group my friends together to the same ringtones. That makes NO Sense in the updated cellular world!
There is no way to make 20 different profiles and 20 different exceptions so that you can get 20 different ringtones for 20 people (yes all different TEXT Messages, I have all of the regular Calls customized). This is the question I would like answered by a Moderator if possible. You can do this on almost every other phone in the last couple years.
I have found out that I can make a separate EXCEPTION, and use the ACTIVE PROFILE (so it gets me the different ringtone as before, Custom Tones, but there is no way to adjust that specific person's ringtone, ***meaning other than the Custom Tones Profile***, since the Custom Phone Tune is the only thing you can change on that menu and it's phone calls only). If the phone had a Custom Text Message option under this it would work great, but it doesn't!
The only way I can see making a different text message ringtone is by setting one as MMS ringtone, one as SMS ringtone, etc. I want these all combined for EACH PERSON, like EVERY OTHER PHONE out there!
I am not dumb when it comes to technology, but this is really bugging me.

You are right, there is not an easy way to customize SMS, etc. for individual contacts.
http://www.blackberryfaq.com/index.php/How_can_I_personalize_my_alerts_from_specific_contacts%3F
1. If any post helps you please click the below the post(s) that helped you.
2. Please resolve your thread by marking the post "Solution?" which solved it for you!
3. Install free BlackBerry Protect today for backups of contacts and data.
4. Guide to Unlocking your BlackBerry & Unlock Codes
Join our BBM Channels (Beta)
BlackBerry Support Forums Channel
PIN: C0001B7B4 Display/Scan Bar Code
Knowledge Base Updates
PIN: C0005A9AA Display/Scan Bar Code

How can I share my contacts with different users on my computer?

My wife and I want to share the contacts in our address book. Meaning, when she logs in, she has access to the same contents that I added while I was logged on. Is there an easy way to do this?

There's .Mac syncing which can be the easiest. If you and your wife have a .Mac account and share it you can use .Mac sycning to sync up your contacts on the both user accounts.
-benny

Sync Facebook photos of Live contacts with differe...

Anyway to sync the Facebook profile photos of my Live contacts on people hub? If my friend has a "Michael Jordan" name on Facebook and in my people hub his name is "Mike Jordan" how can I get his photo to be updated from his Facebook account?

Hi Jeraldo,
Welcome to Nokia Support Discussions!
If you have two contacts for the same person, you can easily link those two accounts into one by opening one of the contacts in People hub and tapping link on the bottom of the screen, after this you'll get suggestions and a possibility to choose a contact to link. After the linking, the contact will be consolidated into one, and the photo should be updated from the Facebook profile.
Hope this helps!
Puigchild
If you find this post helpful, a click upon the white star at bottom would always be appreciated.
If it also solves your problem, clicking ACCEPT AS SOLUTION below it will benefit other users!

Syncing devices contacts with i cloud and getting different results

i have 2 iphones and an imac and i am syncing contacts with i cloud and i am getting 3 different counts of contacts on each device. any thoughts on what goes wrong?

At this point I recommend you try deleting, then re-creating the iCloud account on your phone. Sometimes this will restart difficult syncing problems. You won't lose any data by doing this.
Start by saving any photo stream photos on your phone that you want to keep to the camera roll (unless they are already there). To do this, open your my photo stream album, tap Edit, tap the photos, tap Share, tap Save to Camera Roll.
Then go to Settings>iCloud, tap Delete Account, and choose Delete from My iPhone when prompted, then after a minute or so, sign back in. This deletes the account and your iCloud data from your phone, but not from iCloud. Your data will reappear on your phone when you sign back in, although there may be a slight delay as it redownloads. Then check your contact groups and see if this fixed things. If so, repeat this process on your iPad.

How can I transfer contacts from one iPad to a new iPad with different iCloud addresses?

how can I transfer contacts from one iPad to a new iPad with different iCloud addresses?

One way would be to e-mail them from yourself to yourself. That would totally avoid the different ID issue.

I have problem with account that i can't make update or buy from app store There is massage appear in my payment page that i must contact with i tunes support to complete this transaction Please help me to fixe this problem as soon possible Hany hassan 00

I have problem with account that i can't make update or buy from app store
There is massage appear in my payment page that i must contact with i tunes support to complete this transaction
Please help me to fixe this problem as soon possible
Hany hassan
0096597617317
0096596677186
Thank you

You need to Contact iTunes Support...
Apple Support iTunes Store Contact Us

I recently purchased FaceTime from the Application Store. After approx. ±10 meg, the application resets and starts downloading again. I have tried to download it at different times of the day but with the same results. I have been in contact with Apple su

I recently purchased FaceTime from the Application Store. After approx. ±10 meg, the application resets and starts downloading again. I have tried to download it at different times of the day but with the same results. I have been in contact with Apple support and have tried different options with the same result. I cannot download a new Version because in my Purchased List the applicaiton (FaceTime) is still there, and because I have halted it it tells me to resume. I can’t, because the same thing is going to happen. I have tried all the various troubleshooting tips supplied by my ISP and also Apple Support with no luck. I am currently working on a IMac OS 10.6.7. Has anybody got any ideas? Any suggestion would help. Thanks

Amol Soni wrote:
As I said, I tried everything what the manual says, but hard luck. I have taken an appointment for today, lets see what happens.
Also there is no activity on unit when I use the remote. The unit is stuck on the first page itself where we have to choose the language. The unit seems to be fine to me but the real problem is remote does'nt have activity. The IR is not responding while pressing any of the button.
Good luck with your appointment.
Not much consolation but even new products can have issues and might need a trip to a store to return/replace.
The reason i asked about the LED on the AppleTV is that occasionally it thinks it's paired with a specific remote and ignores others - the unpair keypress I described is quick and free.
AC

I use 2 iphones with different numbers and different contacts.

These iphones (a 4 and a 4S) are used as local phones for 2 different countries. As a result I end up adding contacts into the iphone that I am using at any given time. However, the contacts are common and may be required from the other iphone as well. THe iphones have different names and are backed up separately. How can I ensure that if a contact is added to one is also automatically updated to the other? If not automatic, how do I sync them to a common contact list which keeps accreting contacts from both?

syncing contacts, with either iCloud or iTunes, mean all contacts or nothing. You can set up iCloud, that means adding a contact to one iPhone it will automatically appear on the other one, but all the other contacts will be on both phones, including the ones you might not want there, if you insist on keeping part of your contacts seperate.
If you don't mind having all contacts on both phones, do the following on both devices:
Go to Settings - iCloud - login with your Apple ID - turn on Contacts.
Hope this helps
Stijn

HT5622 can you still share music on itunes with different apple id? My daughters and I share the same itunes account but . . noticed this is not a good idea. Both our contacts get merged. sometimes my pictures end up on their phone!

Is there a way to share the itunes music with different people in your household without having to share the phone contacts? Do I need to have a different apple id?

It's ok to share the same AppleID for iTunes. Use Separate ID's for iCloud, iMessage, and Facetime.

Hello that is able to separate an apple icloud account My IMEI. I buy a Used iphone ios 7.1.1 5c but after restore it asks me iCloud account.I have no contact with the seller. thank you for your reply.

Hello
that is able to separate an apple icloud account My IMEI *******.
I buy a Used iphone 5c ios 7.1.1 but after restore it asks me iCloud account.
I have no contact with the seller.
thank you for your reply
<Edited by Host>

The iPhone has Activation Lock and will require you to have the previous owner's Apple ID and password or you'll need to get the previous owner to remove the device from his/her iCloud account:
http://support.apple.com/kb/PH2702
If you can't reach the previous owner or he/she is unwilling to cooperate, then the device is unusable by you. Return the iPhone for a refund if you can.
Regards.

I have business and personal e-mail accounts with different contacts. Can I have more than one address book on my iPhone?

I have business and personal e-mail accounts with different contacts. Can I have more than one address book on my iPhone?

Set up an additional user account and use one for work and one for personal stuff - each will have a separate address book. Turn on fast user switching for easy switching between the two.
AK

I have iphone 4s and i did by mistake a restore with different id so i lost all my data and i got all the other id data , contacts .....etc , please how can i fix that mistake

I have iphone 4s and i did by mistake a restore with different id so i lost all my data and i got all the other id data , contacts .....etc , please how can i fix that mistake

How to Restore from a backup: http://support.apple.com/kb/ht1766

I have buy 4s it's unlocked and its working with different carriers in Bahrain but in Pakistan I try to use different carriers's sims but its showing sim is not valid , not compatible? any one please help me out this

I have buy 4s it's unlocked and its working ok with different carriers in Bahrain, but in Pakistan I try to use different carriers's sims but its showing sim is not valid , not compatible? any one please help me out this?

Try restoring the iPhone to factory settings. If you are having difficult restoring, put the iPhone into Recovery Mode and see if that then works:
http://support.apple.com/kb/ht1808
If not, or if a restore to factory settings does not fix the problem, then your iPhone may have a hardware problem. You can only get the iPhone serviced by Apple in Canada, so you will have to take the iPhone there or send it to someone you know in Canada who can get the iPhone serviced and send it back to you. The only option for getting service in Pakistan would be to pay some unauthorized repair shop to attempt a repair, after which Apple will no longer provide any service even in Canada.
Regards.

Repeated Opp Contact with different Buying Role

Similar Messages

Maybe you are looking for