Skip to Content
Menu
This question has been flagged
1 Odpoveď
3093 Zobrazenia

Our users are looking for a way to search a very busy pipeline for all opportunities matching not on the company name but on the name of contacts within the company.   

Is there any good way to achieve this in V13 Enterprise?



Avatar
Zrušiť
Autor

To clarify, we need to search on any contact associated with the company attached to an opportunity. CRM Search currently returns opportunities if the searched name is on the Opportunity Contact field. There might be several contacts on the company, like a contact for invoicing. Those names are not utilised during search or filter on contact names linked to the opportunity - and we need to do exactly that.

Best Answer

Try something like this Custom View:


(line 6 is the new search domain - adding the child records of the Opportunity partner_id to the search)


<field name="partner_id" position="replace">
<field name="partner_id" operator="child_of" string="Customer"
filter_domain="['|', '|', '|', '|',
('partner_id.child_ids', 'ilike', self),
('partner_id', 'ilike', self),
('partner_name', 'ilike', self),
('email_from', 'ilike', self),
('contact_name', 'ilike', self)]"/>
</field>


With a Company called Acme Smoked Fish with four Contacts:



...if you create an Opportunity for Acme Smoked Fish:



...you will then be able to find it by entering any of the Contact names as well as the Company name.

  or    or    


Avatar
Zrušiť
Autor

This works very well - thank you!

Related Posts Replies Zobrazenia Aktivita
2
jún 25
1638
1
sep 24
3566
1
aug 24
1806
1
aug 24
2088
0
aug 24
252