{"id":232,"date":"2010-06-11T14:55:00","date_gmt":"2010-06-11T14:55:00","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=232"},"modified":"2010-06-11T14:55:00","modified_gmt":"2010-06-11T14:55:00","slug":"multiple-persons-for-a-opportunity","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2010\/06\/11\/multiple-persons-for-a-opportunity\/","title":{"rendered":"Multiple Persons for a Opportunity"},"content":{"rendered":"

The standard SageCRM allows a user to link an opportunity with a single Person. But there could be a scenario where an opportunity can be linked to more than one person. It\u2019s pretty simple. Here is how you can do it.
\u2022 Create a multi-select field in the opportunity to store the persons related to that opportunity\/company.
\u2022 On the Person OnChange event populate the multi select field to set all the persons excluding the primary person that is already selected.<\/p>\n

\/\/’Initialisation
var strURL = “”;
var lc_PrimaryCompanyId = 0;
var lc_PrimaryPersonId = 0;<\/p>\n

\/\/’get url associated person asp page
strURL = new String(document.EntryForm.hdnUrlLinkedPerson.value);<\/p>\n

\/\/’get primary company id
if(document.EntryForm)
{
if(document.EntryForm.oppo_primarycompanyid)
{
lc_PrimaryCompanyId = document.EntryForm.oppo_primarycompanyid.value
if(lc_PrimaryCompanyId == “” || lc_PrimaryCompanyId == “undefined”)lc_PrimaryCompanyId = 0;
}
else
{
if(document.getElementById(“_HIDDENoppo_primarycompanyid”))
{
lc_PrimaryCompanyId = document.getElementById(“_HIDDENoppo_primarycompanyid”).value
if(lc_PrimaryCompanyId == “” || lc_PrimaryCompanyId == “undefined”)lc_PrimaryCompanyId = 0;
}
}<\/p>\n

\/\/’get primary person id
if(document.EntryForm.oppo_primarypersonid)
{
lc_PrimaryPersonId = document.EntryForm.oppo_primarypersonid.value
if(lc_PrimaryPersonId == “” || lc_PrimaryPersonId == “undefined”)lc_PrimaryPersonId = 0;
}
else
{
if(document.getElementById(“_HIDDENoppo_primarypersonid”))
{
lc_PrimaryPersonId = document.getElementById(“_HIDDENoppo_primarypersonid”).value
if(lc_PrimaryPersonId == “” || lc_PrimaryPersonId == “undefined”)lc_PrimaryPersonId = 0;
}
}<\/p>\n

\/\/’pass strURL from server side to client side
strURL += “&compid=”+lc_PrimaryCompanyId+”&personid=”+lc_PrimaryPersonId <\/p>\n

\/\/’get IFrame object & set href of IFrame as above url
if(typeof(document.IFrame)==’object’)
{
document.IFrame.location.href = strURL
}<\/p>\n

\"\"id=\"BLOGGER_PHOTO_ID_5481530249276029554\"<\/a><\/p>\n

If you find this content useful, Please drop us an email at crm@greytrix.com<\/a>. <\/b><\/marquee><\/p>\n","protected":false},"excerpt":{"rendered":"

The standard SageCRM allows a user to link an opportunity with a single Person. But there could be a scenario where an opportunity can be linked to more than one person. It\u2019s pretty simple. Here is how you can do it. \u2022 Create a multi-select field in the opportunity to store the persons related to\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[1715,1761],"class_list":["post-232","post","type-post","status-publish","format-standard","hentry","category-uncategorized","tag-opporunity","tag-person"],"yoast_head":"\nMultiple Persons for a Opportunity - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2010\/06\/11\/multiple-persons-for-a-opportunity\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Multiple Persons for a Opportunity - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"The standard SageCRM allows a user to link an opportunity with a single Person. But there could be a scenario where an opportunity can be linked to more than one person. It\u2019s pretty simple. 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