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Opportunity History: How to Associate Opportunities History with a Contact

New Member
Posts: 2
Country: USA

Opportunity History: How to Associate Opportunities History with a Contact

When I create a history for Opportunities, is there a way to automate the association of that history with the contact that is included on the Opportunity?

 

The reason for this, is that our users want the Opportunities history to be on the Contacts history as well.

 

If not, Is there a plugin that can achieve this?

 

I know this can be done manually by adding the contact name to the Opportunities history, but this is too many steps for our users to do on a continual basis.

 

I am using Act v21.0.295.0 Update 5

Copper Super Contributor
Posts: 51
Country: Germany

Re: Opportunity History: How to Associate Opportunities History with a Contact

Even if there is no Addon it shouldn't be to cumbersome to write a litte funktion that places a button in opportunities that does the job for you when you click on it.
Jan Teske
ACC
jbt consulting
Highlighted
Bronze Elite Contributor
Posts: 2,627
Country: New_Zealand

Re: Opportunity History: How to Associate Opportunities History with a Contact

[ Edited ]

There is and you can find it at Free Act Addons
It was broken with the release of version 18.2  and never fixed. Refer this discussion  https://community.act.com/t5/Act-Premium/Act-18-2-Breaks-Writing-of-Opportunities-History-to-Associa...

Graeme Leo
Xact Software - consultants and developers
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