x Want to participate? Join the group to interact
  • State Not Answered
  • Replies 5 replies
  • Subscribers 74 subscribers
  • Views 241 views
  • Users 0 members are here
Browse Forums
Announcements
105
topics
32
replies
General Discussion
6k
topics
18k
replies
Cheryl Johnson

Top Content Header shows previously created Opportunity Details

Posted By

We are experiencing an issue with Top Content Header for Opportunities incorrectly showing data from the previously created Opportunity. Any and all help would be greatly appreciated.

Server Specs:

Windows Server 2012
SQL Server 2014
Sage CRM 7.3b.

To reproduce the error:

1. Navigate to Company A by any means necessary. (Find -> Company Search -> "Company A")
2. Create an opportunity ("Opportunity 1") attached to Company A and save the Opportunity.
3. Navigate to another company or person, then open up the Opportunity tab.
4. Create an opportunity and the Top Content Header will display the data for Opportunity 1, regardless if it's for the same company or not.
Ex:

(The screenshot in question is an instance where the details for an order appeared when trying to create a new opportunity. I have been unable to reproduce the issue where order details showed up in the context of creating a new opportunity. As of now, only data from the previous opportunity will display in the Top Header.)

If you create the second opportunity, it will correctly attach to the correct company and person, regardless of what the Top Content Header displays. Furthermore, when you go to create another opportunity, the details for the second opportunity will take the place of the first one. (still showing incorrect context, of course)

Users have experienced this incorrect data on the top header on the opportunity tab, viewing another opportunity, or (most commonly) when creating an opportunity. This issue is disorienting for our users.

This issue can be replicated in IE 11, Firefox 37.0.1, and Chrome 44.0.2403.125 m.

Things to note:
1. We do not have any custom ASP pages handling Opportunity screens.
2. We do not have custom code on the Opportunity screens, top content headers, or otherwise.
3. We have tried clearing out browser settings, cache, temporary internet files, etc.
4. We have refreshed metadata several times.
5. We have restarted the IIS worker process multiple times.

  • 0

    Is there anyone else out there experiencing this problem? How do we get the Top Content to show the correct opportunity data?

    Regards,

    Cole Phillips

  • 0

    Cole

    This is weird by not something I can reproduce. I didn't notice your first post so I have only just tried to duplicate this. I am working on Sage CRM 7.3b and I stepped through the process you described and my second opportunity displays the correct information in the topcontent within the summary page.

    I tried this using the contemporary theme and the sage theme.

    Is this an upgraded system or a new install?

    Have you tried to do this with a vanilla default install?

  • 0

    I think this sounds like you need to log a case.

  • 0

    Hey Jeff! Glad to hear from you.

    We installed using the 7.3 standalone and then updated to 7.3B before going live. We only noticed the issue during 7.3B, so we can't say if the problem is specific to 7.3B or not. Our setup is pretty vanilla except for using Sage theme, a custom ASP page linked on a tab, new fields in certain tables, and custom content / onchange code in our Line Items pages. Everything else for the most part has been left untouched.

    However, we have turned off Opportunity workflow. It seems that if you have Opportunity workflow turned on, the top content for creating a new Opportunity just shows that you are creating a new Opportunity. (Ex:

    We are only able to duplicate the issue now when we are in the New Opportunity context with the workflow turned off. I have been unable to reproduce the issue with the top content showing any data outside of the current context. (i.e my first screenshot of Order data at top with Opportunity context in the main window) We are also able to reproduce this with both the Sage and Contemporary themes.

    Since you are unable to reproduce it with 7.3B, is it because you have Opportunity workflow turned on?

    -Cole

  • 0

    Did this issue get resolved. We had a similar issue with orders being placed against the previous customer. The opportunity id "key7" in the URL is not cleared when you select a new customer.

    It is cleared when you press the "Sage CRM" button, but our users didn't find this acceptable.

    in the asp page we did the following to strip out key7. You may need to add the action back after key7, but I can't see your URL here.

    var sOppoURL = eWare.URL(260)

    var sOpponewUrl = sOppoURL.split("&Key7=");

    var sRedirectUrl = sOpponewUrl[0];

*Community Hub is the new name for Sage City