I am the SugerCRM trial user in our office. The users to be and I all prefer working from a list of open opportunities. We scan the list, and decide what action to take based on our overall knowledge of the opportunity. All of of us are contact centric rather than account centric. The default opportunities listview would be perfect if it displayed the contact name, phone, and/or email. When I look at the relationships in Studio, there is an existing relationship between opportunities and contacts, but no contact field(s) exist in the opportunities listview selections in studio. How do I get them to show up?
I have a feeling I am missing something that should be obvious in the relationships.
Or - is there a better work flow option already built into SugerCRM?


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