08-01-2008 12:24 PM
I would like to create a custom field called Referred By in the Opportunity and have the list of possible choices be the Contacts in Act!. I can't seem to figure out how this is done. It only seems to allow me to use a drop-down list and I can't define a drop-down list as being based on the Contact table. Furthermore, I would like to include this information (and some additional contact information) in the Opportunity -> Pipeline Report. It would seem that a relational database can support this, but I can't seem to figure out how it is done. Any ideas? Is this even possible in Act!?
08-02-2008 08:38 AM
Can anyone confirm or deny that this is possible? I would like to create a user field and have the selection list be the contacts in Act!. It seems reasonable enough.
08-02-2008 04:09 PM