I would like to filter and search my opportunities by location such as by state or city.
Hi Chris Esterly,
Are you using Sugar 7.x ? You can filter opportunities by state or city using Reports module but if you want to do it in list view it is not straight forward as address related fields are present in Account / Contact modules.
You can still do a simple customization to achieve this. Create two new fields called State and City in Opportunities.
Use formula in studio to auto-fill these fields from parent account like related($accounts, "billing_address_state") and related($accounts, "billing_address_city"). If you don't want to keep these fields in record view, don't keep but it will still save your values in database. Now, include these 2 new fields in Search layout to be available for filtering. To update existing data, select all opportunities from list view and hit "Recalculate Values".
Try this in your dev or UAT environment first before implementing directly on production system.
Let us know if this helps.
Hi Chris Esterly
Eventually you can create such fields on Opportunities and setup in them through Studio a formula which defines theirs values as per respective ones at Accounts modules.
You can automatically populate these new fields on Opportunities by selecting Recalculate Values from Action Menu.
At last you can add such fields as filter and apply filters accordingly.
Retrieving data ...