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Opportunity fields to contacts

Copper Contributor
Posts: 37
Country: USA

Opportunity fields to contacts

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?

 

Thanks

 

New Member
Posts: 8
Country: USA

Re: Opportunity fields to contacts

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.

Bronze Contributor
Posts: 955
Country: Australia

Re: Opportunity fields to contacts

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.

Paul Buchtmann
pbuchtmann@ozemail.com.au Australia
Australia's First ACT Consultant (1989)

FREE Record History to change default to Call or To-Do for ACT! 2010-2012 versions. Custom versions also available.