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Getting the "Opportunity Name" on a Quote

New Member
Posts: 3
Country: Australia

Getting the "Opportunity Name" on a Quote

Wondering if anyone can give me a way of including the "Opportunity Name" on a Quote please? 
 
I'd like to use this field as the Customer's Reference. I've attempted to edit the "Quote.adt" by firstly finding the field name in the database & creating a merge field "{ DOCVARIABLE[ACTFIELD]TBL_OPPORTUNITY.OPPORTUNITY_NAME \*MERGEFORMAT } but had no success & wonder if this is even possible.
 
Using: ACT9 with HF1 / Word 2003
 
Help appreciated!
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Getting the "Opportunity Name" on a Quote

Unfortunately, it's not an option to include Opportunity fields on a quote
 
You might post a request for this feature to be considered for a future version here - http://www.act.com/community/feature

Input from this web page goes directly into a database that management has direct access to read, and which they also track and gather statistics on.