07-16-2011 09:54 AM
I would like to use the opportunities days open, open date, est. date closed and act date closed fields on my contact screen.
Is there a way to create such fields, especially a days open field?
07-18-2011 11:42 AM
Not sure if this is what you're looking for, but in the Contact Detail default template there is an "Opportunitites" tab. You can add all of those "columns" by selecting the options button in that tab.
07-19-2011 07:19 PM
Furthe to the first reply the reason it needs to be in a TAB is when you have multiple opportunities for a contact there would not be any easy way to display these on the contact screen.