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Thread: Update opportunities

  1. #1
    zakcrm is offline Senior Member
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    Default Update opportunities

    Hi,

    I'm trying to update a set of opportunities. I tried to use the mass update panel but it doesn't help me because the field that i want to update doesn't exist on the mass update panel.
    I tried to export and re-import the opportunities but it doesn't work, the opportunities are rejected when it's duplicated.

    Is there any way to update a set of records ?

    thanks for your help

  2. #2
    sugarcane is offline Sugar Community Member
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    Default Re: Update opportunities

    Hello,

    what field are you trying to update?
    Intelestream has a great deal of experience hosting and customizing the SugarCRM application. Our company is made up by former employees of SugarCRM, and together we have over 50 years of experience working with the application. To learn more about us, please visit our website at www.intelestream.net or contact us directly at 800-391-4055 or by email at info@intelestream.net

  3. #3
    SamuelAugy is offline Sugar Community Member
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    Default Re: Update opportunities

    When you import + export you can check the radio button "Update and create" (or something like that) to update existing records.

    You can also add your field into mass update panel by coding.

  4. #4
    crmbalah is offline A Prolific Poster
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    Default Re: Update opportunities

    Hi
    Try to custom the mass update and update your values.

  5. #5
    zakcrm is offline Senior Member
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    Default Re: Update opportunities

    Hi,

    Actually I'm trying to update a text field (probability) and from this forums i read that it's not possible to add text fields to "Mass Update" panel.

    when i try to re-import my opportunities i didn't find the option that permit to override the records.

    I'm using sugarCRM version 5.0.0g.

    Thanks for your help.

  6. #6
    dekleinemedia is offline A Prolific Poster
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    Default Re: Update opportunities

    Quote Originally Posted by zakcrm View Post
    Hi,

    Actually I'm trying to update a text field (probability) and from this forums i read that it's not possible to add text fields to "Mass Update" panel.

    when i try to re-import my opportunities i didn't find the option that permit to override the records.

    I'm using sugarCRM version 5.0.0g.

    Thanks for your help.
    "i read that it's not possible to add text fields to "Mass Update" panel."

    That's correct
    Kind regards,

    De Kleine Media


    SugarCRM CE v.5.2.0h
    Windows platform
    MySQL v.5.1
    phpMyAdmin - 2.11.2.2
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  7. #7
    crmbalah is offline A Prolific Poster
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    Default Re: Update opportunities

    HI
    try to write php script for update from csv. and give some condition and update this.

  8. #8
    SamuelAugy is offline Sugar Community Member
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    Paris (France)
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    Default Re: Update opportunities

    You can check a radio button on the page where you choose de file format (at the bottom).

  9. #9
    sugarcane is offline Sugar Community Member
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    Default Re: Update opportunities

    Hi zakcrm,

    it is true that you cannot add a text field to the mass update panel. On your current version of Sugar (5.0g), you can only import new records. The ability to update existing fields is a feature that appears in 5.1 and later.

    You can either upgrade to a later version which will have this feature, or if this is a one time mass update, you can create a sql script to update those fields via the database.
    Intelestream has a great deal of experience hosting and customizing the SugarCRM application. Our company is made up by former employees of SugarCRM, and together we have over 50 years of experience working with the application. To learn more about us, please visit our website at www.intelestream.net or contact us directly at 800-391-4055 or by email at info@intelestream.net

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