08-01-2011 11:15 AM
Does anyone know a way to create a default template/text in the details portion of the opportunities section of a contact? Just looking for bullet comments like "Application", "Challenges", etc.
08-01-2011 11:50 AM
I'm assuming that you're using ACT! 2009 or before. The details in the opportunities went away with ACT! 2010 when opportunities became an entity.
08-01-2011 02:31 PM
Given the other changes I would think upgrading is the only option as the cost of a custom development would far outweight the upgrade invest and you then do not get the other improvements.