Account link to custom Opportunity

[mocetech]

I'm new to SCRM. I created an account, then I created a custom opportunity which I would like it to populate the account name in the opportunity when I click create opportunity when I'm in the account view menu. How can I get that to auto populate or can I?

Thanks

[susiewilliams]

Why would you create a custom opportunity? Why not just customize the Opportunity module that is built in with the product? That way, the relationships and functionality you're looking for are already built in.

Or am I missing something?

[kblaker]

We are having the same trouble with our opportunities. We use the opportunity module and create an opportuntity. While in the opportunity module, we try to relate a scheduled activity to the account, it goes to the account history, but does not post to the opportunity history. We want it in both places. Do you have any suggestions.

[salesagility]

if you relate an activity to an account it will go to account history
if you relate an activity to an opportunity it will go to opportunity history

if you want it to go to both you will have to do some custom coding

[dacyace24]

I have the same concern and what to know how would I be able to deal with it? Hope you guys can help us..thanks