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Link multiple histories to a single opportunity

New Member
Posts: 2
Country: USA

Link multiple histories to a single opportunity

Is there a way to link multiple histories to a single opportunity without opening each history individually and assigning the opportunity?

Copper Super Contributor
Posts: 478
Country: Australia

Re: Link multiple histories to a single opportunity

I think you would need to write some code to do that

Jason Dawson Financial Planning
Brisbane | Australia - JDFP Home Page

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Bronze Elite Contributor
Posts: 1,427
Country: United_Kingdom

Re: Link multiple histories to a single opportunity

Not sure you would want to do the following but if there was a criteria in the contacts and opportunity you could set up a group for each opportunity and dynamically link them together. If you have a small number large value opportunity business with a lot of  linked contacts this might be viable but not for a multi opportunity businesses.

New Member
Posts: 2
Country: USA

Re: Link multiple histories to a single opportunity

We have a number of active Opportunities at any given time and have multiple Contacts for each Opportunity while at the same time a Contact can be attached to multiple Opportunities.  Therefore unfortunately I dont see a way to have a predetermined code automatically linking a Contact to a specific Opportunity.  We get great benefit from the Opportunity tab but it seems to be very time consuming to get the Histories assigned to the Opportunity.