In the OPMGR table there are records which seem not to be related to Opportunities / Projects or Campaigns. They have a RECTYPE 'FP', so what does this mean?

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    Details

    In the OPMGR table there are records which seem not to be related to Opportunities / Projects or Campaigns. They have a RECTYPE 'FP', so what does this mean?

    In the OPMGR table usually
    - all Opportunity related data have a RECTYPE starting with a 'O'
    - all Project related data have a RECTYPE starting with a 'P'
    - all Campaign related data have a RECTYPE starting with a 'C'

    But there may be also records with a RECTYPE 'FP' in the database, what do these records stand for?
     



    Resolution

    [RESOLUTION]

    - These entries indicate lookup value(s) for the Competitor tab >> Competitor value within GoldMine's Opportunities.
    - Usually Lookup values are stored within the LOOKUP table, but this is a exceptional case where also no further SETUP of the lookup values is possible.
    - When setting up a Lookup value for Competitor all related fields like Rating, Product, Strengths etc can be filled also already and are taken over into the Competitor information when the Competitor is selected from the Lookup. It can be considered as a specific lookup feature similar as the ZIP, City and State validation although it is not the same setup in the back end database 

    Within the OPMGR table they can be identified via their RECTYPE 'FP' or also via their OPID 'F2COMP' value (F2 Lookup Competitor)


    [STEPS TO PREPARE]
    1. Go To > Opportunities
    2. Open any Opportunity
    3. Tab Competitors
    4. Right Click > New ...
    5. Click on the > icon on the right of the Competitor field
    - A dialog box Competitor Lookup appears which seems to be a typical F2 Lookup window, but you can see that the button Setup is missing


     
    6. Button New
    7. Fill in (you may select for the Competitor an existing or creating a new contact record) all available information you know about your competitor like Rating, Status, Product, Strengths, Weaknesses and Notes > OK


     


    [STEPS TO VERIFY]
    1. Go To > Opportunities
    2. Open any Opportunity
    3. Tab Competitors
    4. Right Click > New ...
    5. Click on the > icon on the right of the Competitor field
    6. Highlight the created entry from Steps to prepare > Select Button 

    - All information entered (means also additional fields like for example Status and Weaknesses are automatically taken over into the New Competitor dialog window




    Additional Note:
    - There is a known issue (RM Issue # 225662) that only the first entry can be edited later on, but there is a Workaround available by simply recreating the Competitor Lookup record with the changed information and then deleting the original entry. This will not have impact on any already existing competitor information on opportunities
     
    [WORKAROUND]
    1. Go To > Opportunities
    2. Open any Opportunity
    3. Tab Competitors
    4. Right Click > New ...
    5. Click on the > icon on the right of the Competitor field
    6. Highlight the entry which should be changed > Select Button 
    7. Take a screenshot of the current entries
    8. Cancel
    9. Right Click > New ...
    10. Click on the > icon on the right of the Competitor field
    11. Highlight the entry which should be changed > Delete Button > Confirm the Deletion
    12. New Button
    13. Recreate the entry with the appropriate information again
    14. OK