Opportunity Product view in main GUI

(0) Share

Report

Posted on by Community Member

How do I add the 'Opportunity Product' views to the main Sales Manager GUI - ideally listed under Opportunities?

Currently I have a Opportunity Product Dashboard - the view can be accessed from the Dashboard but that is too many clicks.

Any suggestions please.

*This post is locked for comments

I have the same question (0)

All responses (11)

Answers (1)

ScottDurow 21 on at

Like (0)

Report
Copy link

Link copied!

Hi Andrew,

Do you think you could provide a screen shot of what you want to achieve?

Scott

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report
Copy link

Link copied!

Here's an explanation

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report
Copy link

Link copied!

Go down to Products-> and Select Opprtunity Product View and make(or create) it as default view, whenever you will open the Product you will see View with Opportunity Products.

Thanks

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report
Copy link

Link copied!

Hi

I thought that answer was it but unfortunately I can only create and have views in products that are related to the 'Product' entity

I need the 'Opportunity Product' Entity to show under sales that's where all my views are. I can only currently get it to show in a dashboard.

I want an easy way for people to see a pipeline of the products we are selling without needing to visit a Dashboard

Was this reply helpful? Yes No
Aileen Gusni 44,524 on at

Like (0)

Report
Copy link

Link copied!

Hi Andrew, is it what do you mean?

If yes, then you can achieve it using sitemap editor and I can give you detail how do to it if it is what do you want.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report
Copy link

Link copied!

Hello;

I'd love to be able to do that: any help would be great.

Andrew

Was this reply helpful? Yes No
Verified answer

Aileen Gusni 44,524 on at

Like (0)

Report
Copy link

Link copied!

Hi Andrew,

This is special posted to help you.

Maybe this link can help you.

aileengusni.blogspot.com/.../crm-20112013-display-or-show-disabled.html

Please kindly to refer this, and if you got any problem, just tell me and help to verify the answer if ok.

Thanks.

Was this reply helpful? Yes No
D.shah 10 on at

Like (0)

Report
Copy link

Link copied!

A nice tutorial for me as newbie. Thanks.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report
Copy link

Link copied!

Thank you for the blog and software links. I am certain this would have worked

I tried adding our CRM to the software and when I tried getting the Orgs it came back with an error about a potentially dangerous request path value.

I've no clue about who to go to get this fixed

Was this reply helpful? Yes No
Aileen Gusni 44,524 on at

Like (0)

Report
Copy link

Link copied!

Hi Andrew,

Thank you.

Anyway ,

"I tried adding our CRM to the software and when I tried getting the Orgs it came back with an error about a potentially dangerous request path value".

What is your problem actually? Can you explain it deeper?

Was this reply helpful? Yes No