Community
Showing results for 
Search instead for 
Do you mean 
Reply

Setting a primary contact for an opportunity

New Member
Posts: 1
Country: United States

Setting a primary contact for an opportunity

Is there any way to assign a single contact as the "primary contact" for an opportunity? Ideally this contact would be added to the main Opportunity layout rather than in the contacts tab.

 

Thanks in advance.

Bronze Super Contributor
Posts: 1,170
Country: USA

Re: Setting a primary contact for an opportunity

I don't beleive you mentioned which version of Act!, so it could differe a bit...

 

There is really no facility in Act! to show this or to create a custom field that is specific to the relationship between a contact and an opportunity.

 

That said, one solution, albeit perhaps a bit kludgey:

 

In versions of Act! 2009 and earlier, you could perhaps use one of the User fields, change the label to 'Primary Contact' and enter the contact name there.

 

In 2010 you could create a custom field for the main detail screen and again use it to enter the Primary Contact there.  Yes, it is kind of duplication, but it is a possibility.

 

One of the add-on tools such as TopLine Results Designer or Durkin Toolkit might let you do something else...