05-12-2012 02:28 AM
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?
05-12-2012 03:25 PM
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.
05-12-2012 04:32 PM
Not necessarily alphabetical, it's likely the firs company found. The actual database tables are in random order.