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Building a Query with Crystal Reports / SalesLogix 6.2.3

mlupino
mlupino asked
on
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Last Modified: 2012-05-05
Good Morning EE,

I am interested in figuring out how I can construct a query to preform the following task for me. After running a report, the query should identify the account managers name of a recent sale passed by the DB.

I have built a query that links the account managers to the opportunities however I am having difficulty with getting Crystal Reports to accept it although the syntax is correct for doing a general select query. What crystal wants is something alittle more specific like i do:

SELECT userid, username, accountmanagerid
FROM userinfo
INNER JOIN opportunity
ON userid = accountmanagerid

In order to do that I have to link two fields called userid and accountmanagerid which will identify the recent sale conducted. I want the query to link the correct userid to the correct sale. Right now the query links one account manager to one sale so currently I have 7 entries, 5 distinct with one person and 2 distinct with the other person.

The system should use the value OpportunityID from the DB to select the right sale, username to display the right person, userid and accountmanagerID to link the person with the right sale.

What should my query look like. I am not too familar with crystal however this is what i do know:
the query will most likely have to create some string values, atleast one to display the username, maybe more based on what i'm asking for. The error messages i have been getting reccomend that i need to add a string value but i'm not sure how to do it in this case.

I think all of this informaiton is pretty helpful but i will be happy to answer any additional questions. As i am not 100% familar with the formula editor, step by step directions are extremely helpful and appreciated.

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