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Thread: Opportunity Role Issue

  1. #1
    heytimc is offline Sugar Community Member
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    Nov 2007
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    Question Opportunity Role Issue

    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 anywhere do I need new glasses?
    Desparately seeking a witty sig.........

  2. #2
    sugarcane is offline Sugar Community Member
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    Default Re: Opportunity Role Issue

    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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  3. #3
    roxtec's Avatar
    roxtec is offline Sugar Community Member
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    Default Re: Opportunity Role Issue

    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

    WE SEAL YOUR WORLD

  4. #4
    heytimc is offline Sugar Community Member
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    Thumbs up Re: Opportunity Role Issue

    Thanks very much for the prompt reply - that does indeed work Perhaps the documentation team could pick that one up to avoid future befuddlement.
    Desparately seeking a witty sig.........

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