Sage CRM-Multiple Related Accounts to Opportunities

One of my clients this week wanted to associate multiple Companies with an Opportunity.


After a little research on my part, I was able accomplish this. The functionality actually exists within the existing program.


First you need to go into Customization of Opportunities, you can add an additional tab, using the OTHER action. Related Companies LIst is an existing tab that you can choose.


Then you have to go into Customization of Companies and add an additional tab called Related Opportunites List. This tab also already exists.


Then you can add additional Companies to an Opportunity and when you hyperlink to the Company….you can see the related Opportunities under the Related Opportunities Tab (or whatever you named it)


Good Luck.


Dale Richter
Customer FX

ABOUT THE AUTHOR

Dale Richter

Director of Training- I have worked with Customer FX since 1997

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