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New opportunity not displayed on products/services tab

Nickel Super Contributor
Posts: 843
Country: United States

New opportunity not displayed on products/services tab

16.1.207.0 Pro - database converted from 8.02 Premium.

New opportunity can be seen on the contact opportunities tab, but nothing shows on the opportunity itself on the products tab.

The price that the user put in is also not showing on the contact opps tab.
Check and repair performed.
Is this a bug? Looking for help.

 

Rita Kogstad
RKA Associates
Stamford, CT
Nickel Super Contributor
Posts: 843
Country: United States

Re: New opportunity not displayed on products/services tab

Solution:

 

The issue appears to be caused by potential product issues.  Good news is that there are workarounds

 

First the Quantity field doesn’t have a default value assigned.  Go into Define Fields and set the value to 1.

 

Now the potential product issues.  It appears that the issue happens if certain fields are not displayed in the Add/Edit Product screen or if a product doesn’t have a price - $0.00.  To workaround the issue you can either reset the columns in Add/Edit Product screen or assign prices to the products.

Rita Kogstad
RKA Associates
Stamford, CT