09-30-2008 11:01 AM
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.
10-02-2008 04:56 PM
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