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Multiple Contacts within a single Opportunity

New Member
Posts: 8
Country: USA

Multiple Contacts within a single Opportunity

I want to associate multiple contacts with a single opportunity however only one of the contacts is the actual customer.  When I create an opportunity report with "company" field in it, the data that populates is the first company alphabetically.  Is there a way to list multiple contacts but designate one as the actual customer for reporting purposes?

Thanks

Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: Multiple Contacts within a single Opportunity

No, that would require a contact subreport added to the opportunity report.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 8
Country: USA

Re: Multiple Contacts within a single Opportunity

Thanks Roy,

Not the answer I was looking for but close to what I was expecting!

Ed