Stephanie

1st Question - is your CRM integrated with a Sage BMS system like Sage 100 or Sage 300? Does the value of the Order sit in a CRM table or is it draw from the accounting system?

As you noted the opportunity screen displays the total order value.

Also each opportunity should be linked to the campaign and campaign activity.

This would allow you to query quickly the total value of all the opportunities for a campaign - you could do this using a report.

You don't have to store the number in the Wave table. This could be calculated dynamically and then displayed in the screen.

Stephanie

A fairly easy way to do this is using the 'dummy field' trick. You can create a new field in the wave table and then display that field in the screen. You don't actually use the field for hold data but it does allow you to write what ever you need to the screen using a field Create Script.

(There are articles about Dummy fields in the Hints, Tips and Tricks blog).

The Create script can find the context of the current Wave. Then you can query the database to find the total order value for all the opportunities linked via the wave items to the wave.

Hi Jeff,

Our CRM is not integrated with any accounting system. The opportunity is linked to the campaign activity.

I am hoping to see the total of orders displayed on the wave summary screen without having to run a report, however I can't think through the process to accomplish this.

Do you have any insight that could lead me in the right direction?

Thank you, Stephanie