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Contact Field Link to Opportunity Field

New Member
Posts: 5
Country: United States

Contact Field Link to Opportunity Field

Hi,

 

Can I link a contact field to one of the 'User Fields' in the Opportunity area?

 

Platinum Elite Contributor
Posts: 6,662
Country: USA

Re: Contact Field Link to Opportunity Field

There isn't any way within the ACT! program at this time. I probably could be done using SDK programming but I don't know of any addons for that right now.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Bronze Elite Contributor
Posts: 2,546
Country: New_Zealand

Re: Contact Field Link to Opportunity Field

It can be done. We quite frequently get that request from customers wanting easy entry of data direct to Opportunities. As Roy says it needs to be through the SDK (software development kit).

Graeme Leo
Xact Software - consultants and developers
Follow us on Twitter and check out our Blog


New Member
Posts: 5
Country: United States

Re: Contact Field Link to Opportunity Field

can you please send me your contact info? thanks.

Bronze Elite Contributor
Posts: 2,546
Country: New_Zealand

Re: Contact Field Link to Opportunity Field

Respond to the email address in my signature, thank you.

Graeme Leo
Xact Software - consultants and developers
Follow us on Twitter and check out our Blog