Restructure App Hierarchy with Data In Place
I have a bit of a structural issue in my app I need to fix. We developed a CRM / Purchasing system with tables as follows:
Opportunities: To Track the sales potential of a new client opport...
Forum Discussion
Depending on the reports and pipelines you may need to change a lot of it. Lookup fields are easy because they can be pointed to a new field, but summary fields would need to be changed too.
I would probably start by making the new relationships. Getting the proposals created on the opportunities. Then Linking the orders to the proposals. Then I would look at the fields you need to pass from opportunities to orders and get those set up and transferred. Get the reports realigned, then work on the pipelines.
In the meantime you could make the related field between opportunities > orders a formula that points to the proposals table related opportunity. It's going to be a bit of a painful process. I've done things like this before. Eh...I DO things like this. A lot. I took over this position in December of last year, and I'm still fixing things and restructuring things.
------------------------------
Dwight Munson
------------------------------
I would probably start by making the new relationships. Getting the proposals created on the opportunities. Then Linking the orders to the proposals. Then I would look at the fields you need to pass from opportunities to orders and get those set up and transferred. Get the reports realigned, then work on the pipelines.
In the meantime you could make the related field between opportunities > orders a formula that points to the proposals table related opportunity. It's going to be a bit of a painful process. I've done things like this before. Eh...I DO things like this. A lot. I took over this position in December of last year, and I'm still fixing things and restructuring things.
------------------------------
Dwight Munson
------------------------------
I feel your pain!