Change Stakeholder Roles

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Posted on by sitchey

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Im looking to edit the predefined roles in stakeholder in the opportunity entity (see below)

I can see that the field is coming from 'record2roleid' in the connection role area, but cant see a drop down list to edit.

Any ideas?

thanks

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Wayne Walton 13,730 on at

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Look at the Connection entity. You should be able to customize the Role there.

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sitchey 1,695 on at

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Hi

I tried to but the boxes are greyed out and don't see a drop down list to edit either

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sitchey 1,695 on at

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and when i click the advanced edit at bottom I see this

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Wayne Walton 13,730 on at

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Not quite the right field. That's the lookup attribute, you need the Option Set Attribute. Sort by Field type and just skip down to the Option Sets.

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Guido Preite 54,086 Moderator on at

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you don't need to customize the entity, you need to edit the connections:

www.wipfli.com/BlogPost_MCRM_blog_04_23_12.aspx

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sitchey 1,695 on at

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Hi Wayne

I can only see 2 option sets under the connection entity and both show a different option list than to what is in opportunities stakeholders

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sitchey 1,695 on at

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Thanks Guido

On a related mater, is it possible to expand the recent opportunities view on contacts to show not only the primary contact but anyone who has been added into the opportunity as a stakeholder

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MNarmeen 1,848 on at

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Can someone please share the solution again? I am unable to add more options in Role for Stakeholder grid.

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Click on Advanced Find > Connection Roles > Run Query > New.

That will get you the below form which I filled out with an example of adding a new stakeholder type called "Referrer"

After saving the new record it is available immediately for use, no need to publish.

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