Using V5.2
In Contact List view/Mass Update there is an option to nominate an Opportunity Role to one or more contacts. Only I must have fried my eyeballs because in the Contacts module I can't find this field anywheredo I need new glasses?
Using V5.2
In Contact List view/Mass Update there is an option to nominate an Opportunity Role to one or more contacts. Only I must have fried my eyeballs because in the Contacts module I can't find this field anywheredo I need new glasses?
Desparately seeking a witty sig.........
Hello,
the contact-opportunity role is a relational field that is not in the Contacts or Opportunities modules (you are not blind!). You can set this field manually:
-Go to the Detail view of an opportunity
-Scroll down to the Contacts subpanel. If there is a contact linked to the opportunity, you will see a little pencil edit icon on the right hand side. Click on this, and you will be brought to a new screen which displays the Contact name, Opportunity name, and Role.
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great i saw it before but i did not know how to change it in opportunities. New things learned after 3 years working with Sugar
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Matthias Brück
IT Manager, CRM Specialist IT Dep.
Roxtec Int. AB
+49 1724392462
matthias.brueck@de.roxtec.com
http://www.roxtec.com
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Thanks very much for the prompt reply - that does indeed workPerhaps the documentation team could pick that one up to avoid future befuddlement.
Desparately seeking a witty sig.........
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