02-12-2013 09:24 AM
We are making a custom opportunities layout and would like to make multiple fields that are each linked the contacts. The idea is to add a single contact and other info associated with contacts to unique fields for a purchaser, owner, and installer. Is this possible?
02-13-2013 08:49 AM
Welcome to the Sage ACT! Online Community!
I believe you are wanting to link Contact and Opportunity fields the way Contact and Company fields can be linked. If that is correct, there isn't a function within Sage ACT! to do this.
02-13-2013 08:55 AM
I would like to make a new opportunity field that can be populated with a singkle contact similar to the way the Association box works. It is less of linking and more of a need to populate a field for reporting purposes without retyping everything.
02-13-2013 09:08 AM
02-13-2013 09:22 AM
Thanks, that is not quite what I need.
Really what we need is to have three association boxes. Is that possible or can you we make a new custom field that works like the association box?