04-15-2019 04:29 AM
I run 1 man insurance agency. When I sell a policy (which I have as an opportunity) an activity series is scheduled base on a close date field. When I pull up the client contact record, obviously these tasks are listed throughout the year. When I renew the policy, the renewal date creates a new set of activities.
Some of my clients have more than 1 policy. Is there a way to have the opportunity name or another field from the opportunity layout appear in the contact activity list (aside from the "associated with"). It would be helpful for me to see which policy corresponds to the task that is due.
I've been using ACT for 7 years since I started the agency and have customized it greatly to suit my needs. It's is awesome. This is is the only issue that would make it perfect. I don not use any custom tables and have fooled around with the Durkin add ons but can;t seem to figure this out.
Thanks for your help.