
If I had a contact that I wanted to convert to an Opporutnity, I would have to retype it again in the Opportunity Layout. If I had a group(with or without it's contacts) that has now become an Opportunity, I would have to retype it. If I had a company with or without its contacts, I would have to retype it again. This is beyond silly. I am thinking that these types of field data transfers can be made similar to the way we can "Create Company from Contact".
Also, someone mentioned that it is impossible to make a letter that employs multiple fields from different contacts and/or different fields from the Company/Group/Contact list.. All these fields should be more integrated in order to transfer information and/or create letters/templates that have different information from different layouts.
More field integration is needed whether it's data transfer between layouts or it's field integration in a letter or report.
Pat Gennarelli
You're obviously using Opportunities differently from anyone I've seen... you don't convert a contact to an opportunity, you create one and link to the contact you already have.
But I do think it would be good to be able to include fields from a linked Company/Opportunity/Activity when sending to a Contact.
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