Hi,
Is it possible to create a business process that will count each meeting / task / email created on the opportunity, and will sum each activity in a field created on the opp?
Thanks!
Ada
Hi,
Is it possible to create a business process that will count each meeting / task / email created on the opportunity, and will sum each activity in a field created on the opp?
Thanks!
Ada
hi Ada Napierala,
You'd rather user SugarLogic to calculate the number of activities linked to the opportunity (https://support.sugarcrm.com/Knowledge_Base/Studio_and_Module_Builder/Sugar_Logic/Capturing_Records_Activities_Counts_Using_Calculated_Fields/)
If you are more looking for a summarizing field, you'd rather use the timeline dashlet to get a overview of the activities linked to the opportunity.
Fred
Hi Frédéric Rinaldi,
This is brilliant and it worked, thank you so much. QQ - can I use 'recalculate fields' option to update the field with existing activities?
Thanks,
Ada
Hi Frédéric Rinaldi,
This is brilliant and it worked, thank you so much. QQ - can I use 'recalculate fields' option to update the field with existing activities?
Thanks,
Ada
Hi
yes, the recalculate fields option from list menu will allow you to recalculate your opportunities.
If your number of opportunities is really important, you should split your operation by filtering the list.
Fred