i have noticed that there is a differnet account manager for an opportunity, and a different for the account

how can i make them the same,

This is normal behaviour - as it's unreasonable to expect a 1:1 relationship between the account, their contacts and all the opps. To make them the same you just change them - there is nothing automatic to do this.

Hi,

When you insert an Opportinity it should default to the account account manager unless changed. However, if you want to update all records to match then you can run the following SQL update:

 

Update OPPORTUNITY
Set Opportunity.accountmanagerid = Account.accountmanagerid
FROM ACCOUNT LEFT JOIN OPPORTUNITY ON ACCOUNT.ACCOUNTID = OPPORTUNITY.ACCOUNTID
Where Opportunity.accountmanagerid <> Account.accountmanagerid

Backup the database first!

Regards, Adam Travers

Hi Adam, beware the FROM clause (provider not supported) if this customer has remote db's.