Displaying AddressBook UDFs in an Opportunity display in Maximizer
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Procedure for adding an AddressBook UDF to an Opportunity Display using sql stored procedures
Knowns
- type id of the addressbook UDF of interest
- type id of the opportunity UDF of interest
Procedure
- When the account mgr sync runs, we have all the client ids so use each one to find the opp_id by selecting on the opportunity_tbl
- Use the opp_id to create a record in the user_fields_tbl that has the opp_id in the client_id field and the type_id = oppUDF.type_id and contact_number=0 (since it's on the company record)
- Use the account manager name from the addressbook udf to get the correct code_id (the udf value) for the opportunity account manager udf. (since the addressbook acctmgr udf is different than the opportunity acctmgr udf the code_id values will most likely be different, and we want the opp acctmgr value when creating the opp acctmgr record)
