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Opportunities List: change company/contact shown

New Member
Posts: 3
Country: Qatar

Opportunities List: change company/contact shown

Is there anyway I can change the displayed contact/company when in opportunity view?

 

For any given opportunity I will have a few contacts/companies attached to it, and I need one of those to always show up in list view. Is there some way to choose the default one to always show in the list? If not, what is the current logic? First one added? Last one interacted with?

 

Thanks!

Bronze Contributor
Posts: 1,394
Country: USA

Re: Opportunities List: change company/contact shown

That is something that I've struggled with and have now succumbed to adding another field called "End User" in which I put the company name.  I then add that to the column view and get it that way.  I have put in a request for a "default" company/contact entry, so I hope you will add one as well.

 

If I understand it correctly, the default is the first company in alphabetical order.

 

 

John Purdy
ACT! Premium 2016 (V. 18)
Dell XPS Ultrabook with 4GB, Win 10 Pro, & Office 365, 32bit
Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: Opportunities List: change company/contact shown

Not necessarily alphabetical, it's likely the firs company found. The actual database tables are in random order.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 3
Country: Qatar

Re: Opportunities List: change company/contact shown

shame, for software that's been around a while, seems like a very basic thing to be able to choose a main project contact