Saturday, October 20, 2018

Add Memo Field on Open Opportunities Report

Users use the memo field to enter vital information for the transaction. Since the users cannot use this field in the report, users need to drill-down to the actual transaction to check this field. This is possible by adding a custom field and running a mass update. See solution below:


Create Custom Transaction Body Field:
1. Navigate to Customization > Lists, Records, & FieldsTransaction Body Fields > New.
2. In the Label field, enter a name or description for the field.
3. In the Type field, select Free Form Text.
4. Set the following:

  • Store Value = T
  • Under Applies to tab
  • Opportunity = T
  • Under Display tab
  • Sub tab = Main
5. Save as custom memo field.

Perform Mass Update:
1. Navigate to Lists > Mass Update > Mass Updates > General >
2. In the Mass Update page, set the following:

  • Criteria Tab
  • Memo = is not empty
  • Results Tab 
  • Choose the preferred fields
  • Mass Update Fields Tab
  • Custom Memo Field = {memo} under the formula column
3. Preview mass update.
4. Click Perform Update.


Add Memo Field on Open Opportunities Report:
1. Navigate to Reports > Pipeline Analysis >
Total Open Opportunities.
2. Click C
3. Add custom memo field.
4. Save report.

Note: Enhancement # 68657 has been filed for the ability to see the memo field on sales activity and related pipeline reports


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