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Viewing contact information under opportunity detail

nstergio
New Member
nstergio
Posts: 2
Country: USA

Viewing contact information under opportunity detail

‎12-14-2017 08:24 AM

Is there a way to view contact information (i.e. address, city, state, zip, originator/records, manager, etc) while viewing the opportunity detail?

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Platinum Elite Contributor
Platinum Elite Contributor
Roy_Laudenslager
Posts: 6,830
Country: USA

Re: Viewing contact information under opportunity detail

‎12-14-2017 09:36 AM

When on the detail screen use the contact tab to view contact table information.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
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nstergio
New Member
nstergio
Posts: 2
Country: USA

Re: Viewing contact information under opportunity detail

‎12-14-2017 10:42 AM

Issue resolved.  Needed to select a different screen layout.  Thanks.

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