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Auto update opportunity fields with data in contact table

New Member
Posts: 7
Country: Ireland

Auto update opportunity fields with data in contact table

Can anyone advise if its possible to update opportunity fields with data entered in fields in the contact table?

It would be a bit like the linked fields in the company table;  when you change the company address fields for example, ACT can automatically update the corresponding address fields in the contact table.

 

What I'm looking for is to have data in contact field automatically update opportunity fields in all associated opportunities.

 

Perhaps there's an addon that does it?

Any suggestions appreciated

thanks

Eileen

Silver Super Contributor
Posts: 2,328
Country: USA

Re: Auto update opportunity fields with data in contact table

I believe that you would need an addon to do that.  I don't think that SmartTasks would loop through all of the Opportunities on a contact and update them and that is the only way that I could think of that you might be able to do it in Act!.  I have an addon that could be used to do it.  Contact me offline if you're interested.


Stan


If you would like to get more out of ACT! you can find an ACT! Certified Consultant near you by going to:www.act.com/acc.
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New Member
Posts: 7
Country: Ireland

Re: Auto update opportunity fields with data in contact table

Thanks Stan