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Opportunities with no Estimate

Last post 09-15-2020 9:13 AM by Method_Inderdeep. 1 replies.
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  • 07-21-2020 12:03 PM

    Opportunities with no Estimate

    Hi there, 

    Is there a way to get a grid view of all the opportunities that don't have an estimate linked to them?

    Ordinarily, I would write a "not in" SQL to achieve this but I can only find information about SQL overrides in older versions of Method in the forum.  



  • 09-15-2020 9:13 AM In reply to

    Re: Opportunities with no Estimate

    Hi Leigh,

    We currently do not have SQL overrides in the new version of Method. Since there is no 1:1 relationship with there could be many Estimates related to an opportunity. Once this realtionship is created with the help of customization you can use the custom filters to achieve the above request. 

    It is a little complex customization but definitely achievable. If you wish to know more about this or need guidance, our consulting team (billable service) can definitely help you with this. 



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