Looking for solution: Add shortcut icon to opportunity list

[lijunxiong]

Hello,


We have many pieces of notes against each opportunity. Every time the tele-sales guys finished the phone call for each opportunity they need to choose the opportunity in the opportunity list, then create note in the history sub panel. Before that they would also need to look at the past notes by clicking ''view summary' icon in the history sub panel.

My director strongly wants this process to be simplified by adding the ''Create Note or Attachment'' AND ''View Summary'' Icon to the opportunity list for each opportunity. So that the sales guys could both view the past notes and create new notes in opportunity list rather than going into each opportunity.
It's basically ''copy and paste the the two icons from history sub panel to opportunity list view.''

Anyone in the same situation?

Thanks in advance for you help!

Jun


Sugar version 5.2e

[dtokeefe]

Hi lijunxiong,

Lampada Global, a SugarCRM Gold Partner, can help with your project. Since 2005, we have worked on SugarCRM implementations for 150+ customers around the world. Our team provides a full range of SugarCRM services including: custom development, integration, business process consulting, support, training and cloud hosting.

Please feel free to call or contact me on Skype (dtokeefe) to discuss your requirements.

Looking forward to hearing from you.

David.