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Field Sync

Tuned Listener
Posts: 31
Country: United States

Field Sync

Is it possible to get the phone number field in the customer record, to sync with an opportunity field so that when the phone number is filled in it will also fill in the opportunity field? What I am looking for is a way to get a phone number to show up on the Opportunity List. As of right now I can not see a way to do that. With salesman using the Opportunity List instead of the general contacts list a phone number is essential.

 

Help!

Bronze Contributor
Posts: 955
Country: Australia

Re: Field Sync

There are a couple of ways you might achieve this

 

a) there is a field copier from exponencial http://www.exponenciel.com/

 

b) Jim durkin from durkin tools has an expanded opportunity list plus which can display contact fields in the opportunity list view www.durkincomputing.com

 

HTH

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.