turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
- Act! Community
- :
- Product Forums
- :
- Share Your Ideas
- :
- Link Contact fields to Opportunity (or Group) when...
Idea Options
- Subscribe to RSS Feed
- Mark as New
- Mark as Read
- Bookmark
- Subscribe
- Email to a Friend
- Printer Friendly Page
- Report Inappropriate Content
If I create a Company record from a Contact record the linked fields (Company Name , Address etc.) copy across from the contact record to the Company record when it is Created.
I would like the option to do the same when creating an Opportunity. By copying selected Contact data into the opportunity it would make the subsequent analysis and reporting of Opportunities much easier.
For example, I could show City / State / or phone number in the Opportunity list and on exports to Excel.
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.
Labels
-
2010
(1) -
96DPI
(1) -
Access
(1) -
access list
(1) -
accounts
(1) -
act
(1) -
Act About
(1) -
ACT Diagnostics
(1) -
ACT for Web
(1) -
act Notes
(1) -
ACT! 2011 Pro
(1) -
ACT! Address Book
(1) -
ACT! e-marketing
(2) -
Act! emarketing
(1) -
Activities
(8) -
activity
(1) -
Activity Series
(1) -
activity types
(2) -
add contact to lookup.
(1) -
add contact website urls
(1) -
add feature
(1) -
Add File to Documents Tab
(1) -
Add header to the contact list printout
(1) -
Add-ons
(1) -
addons
(1) -
address
(1) -
administration
(1) -
Advanced queries
(1) -
Alarms
(2) -
annual events
(2) -
APFW
(1) -
APM Session Timeout not effective
(1) -
Append Date Fields
(1) -
Apple
(1) -
Apply
(1) -
Associating Activities
(1) -
association
(1) -
associations
(1) -
Attach Word Doc to ACT!
(1) -
attachments
(4) -
Auto-Archive
(1) -
autodate
(1) -
autofill location
(1) -
automatic meeting request
(1) -
avery
(1) -
Back
(1) -
Backup
(1) -
Birthday
(1) -
brainstorming
(1) -
browser
(1) -
bug
(1) -
Bulk Editing
(1) -
Buttons
(1) -
Calculated Fields
(1) -
Calculations
(2) -
Calendar
(9) -
Chrome
(1) -
clear activity from Phone Contact
(1) -
clear multiple activities
(1) -
clearing activities
(1) -
Clipboard
(1) -
Colors & Fonts
(1) -
Colour coding users
(1) -
column
(1) -
combining records
(1) -
Commands
(1) -
commission
(1) -
companies
(3) -
Companies - Delete
(1) -
Company
(2) -
Company Detail View
(2) -
Company ID Status
(1) -
Company level needs
(1) -
Company Tab
(1) -
conditional
(1) -
Contact
(3) -
contact association
(1) -
contact call
(1) -
contact history
(2) -
Contact List
(2) -
Contact lookup time schedule order
(1) -
contact note
(1) -
contact phone.
(1) -
contacts
(3) -
Copy
(1) -
Copy Calendar
(1) -
Create ACT Contact Button
(1) -
Create fields with dropdown menus
(1) -
Create History
(2) -
Create New Company
(1) -
Create new Company or Contact.
(1) -
Creating booking system
(1) -
current contacts list
(1) -
cursor
(1) -
custom
(1) -
Custom Commands
(1) -
Custom Dates
(1) -
Custom Templates
(1) -
customization
(3) -
customize
(2) -
dashboard
(2) -
Dashboards
(2) -
Date filters
(1) -
Days Open in Activities
(1) -
DDI Phone number
(1) -
de-duping
(1) -
Define Fields
(1) -
Delete
(2) -
Demote to Secondary
(1) -
departments
(1) -
Descriptions
(1) -
details
(1) -
Dialer
(1) -
Display
(1) -
Documents
(3) -
Documents Tab
(1) -
DPI display fonts
(1) -
drag and drop
(1) -
drip marketing
(1) -
drop-down
(2) -
duplicate opportunity
(1) -
duplicate records
(2) -
Duration
(1) -
dynamic
(1) -
dynamic access list
(1) -
E-mail
(3) -
E-marketing
(2) -
Edit Field
(1) -
Edit Mode
(1) -
Editors
(1) -
eliminating duplicate records
(1) -
email marketing
(1) -
email notes
(1) -
email server
(1) -
email to secundary contact
(1) -
eMarketing
(1) -
enter new contact
(1) -
envelope
(1) -
error
(1) -
excel
(1) -
Excel import data
(1) -
exchange
(1) -
Expenses
(1) -
export
(2) -
Export to Excel
(2) -
Favorites
(1) -
feedback
(1) -
Field
(2) -
field population
(1) -
fields changed
(1) -
filtering
(1) -
Filters
(1) -
Firefox
(1) -
Fix
(1) -
Fix Scheduling Bug
(1) -
folder
(1) -
Folders
(1) -
Font
(2) -
format
(1) -
Forums Bugs Workarounds Fixes
(1) -
Functional layouts
(1) -
functionality
(1) -
Global Tool Bar
(1) -
gmail
(1) -
Go to Contact
(1) -
Google Maps
(2) -
group
(1) -
groups
(5) -
help
(2) -
Histories
(2) -
History
(6) -
History count
(1) -
History List
(3) -
Histroy TAB Updated
(1) -
Holiday
(1) -
HTML
(1) -
icalendar
(1) -
Icon
(1) -
icontact
(1) -
ict services
(1) -
ideas
(2) -
import
(1) -
Improvement to Lead Capture
(1) -
Incoming email options
(1) -
Info Pane
(1) -
Instant Messaging
(1) -
iPhone
(1) -
it consultant
(1) -
it helpdesk
(1) -
it outsourcing
(1) -
it service desk
(1) -
it services
(1) -
it services birmingham
(1) -
it solutions
(1) -
it support
(1) -
IT Support Birmingham
(2) -
kb
(1) -
keywords
(3) -
knowledge base
(1) -
labels
(2) -
Layout Control
(1) -
Layouts for Tables
(1) -
Limited Access
(3) -
Linked company
(1) -
Linked Contacts
(2) -
linked fields
(2) -
linkedin
(1) -
Linking
(1) -
Linux
(1) -
List View
(1) -
list_views
(1) -
lists
(1) -
Location
(2) -
look for
(1) -
lookup
(5) -
Lookup address range
(1) -
Lookup Any Phone Field
(1) -
Lookup Date Range
(2) -
Lookup in Contact AND Company
(1) -
lookup special letters
(1) -
Mac
(2) -
Mail Merge
(3) -
mail server
(1) -
Make Private
(1) -
managed services
(1) -
marketing
(1) -
Meetings
(1) -
menu
(1) -
Microsoft
(1) -
Mileage
(1) -
Mobile
(2) -
Mobile Connect
(1) -
Mobile Live
(1) -
Modification
(1) -
modify
(2) -
multilingual
(1) -
multiple attachments
(2) -
multiple databases
(1) -
NavBar
(1) -
Navigation
(1) -
Navigation buttons
(1) -
network security
(1) -
new contact
(1) -
newsletter
(1) -
Notes opportunities adding
(1) -
Obat Murah
(1) -
Office
(1) -
Office 64bit
(1) -
online course.
(1) -
Oppertunity Follow Up Activity
(1) -
Opportunities
(14) -
opportunity
(4) -
opportunity dupllicate
(1) -
Opportunity Filters
(2) -
Opportunity Linked Fields
(1) -
Opportunity prompt
(1) -
opportuntiy
(1) -
Outlook
(4) -
Outlook Integration
(6) -
page setup
(1) -
PAST
(1) -
Paste
(1) -
Paste Picture
(1) -
Patch
(1) -
PDA
(1) -
PDF Email Attachments
(1) -
Performance
(1) -
Phone Call
(1) -
Phone Contact
(1) -
Phone Fields
(1) -
phone number
(1) -
plain text
(1) -
Preferences
(2) -
previous
(1) -
Priduct List
(1) -
printing
(3) -
priority
(1) -
Product Description
(1) -
Product List
(1) -
Product Name
(1) -
Productivity
(1) -
Products and Services Order
(1) -
Profit margin
(1) -
prompted to login prior to session timeout setting
(1) -
Queries
(1) -
query
(1) -
query by example
(1) -
quotes
(1) -
RAJAPOKER88.COM Agen Texas Poker Dan Domino Online Indonesia Terpecaya
(1) -
read receipt
(1) -
Record History
(1) -
Recurring Events
(1) -
remote database
(1) -
Remove User
(1) -
Rendering
(1) -
Report Designer
(3) -
Reports
(4) -
Resources
(2) -
restrict access
(1) -
rich text
(1) -
RIPPED OFF SUPPORT
(1) -
s
(1) -
Sage Act Connect
(1) -
Sales Conversion Rates
(1) -
Sales Summary Fields
(1) -
salutation
(1) -
Save Advanced Queries
(1) -
scaled back
(1) -
Schedule Activity
(1) -
Scheduled Activity
(1) -
Scheduling
(2) -
SDK
(1) -
search
(5) -
Secondary Contacts
(2) -
Secundary Contact
(1) -
Secundary contact birthdate
(1) -
Security
(5) -
see both
(1) -
Select ALL
(1) -
sendoutcards.com
(1) -
SEO Birmingham
(1) -
seo company
(1) -
Server
(2) -
Service Pack
(1) -
settings
(1) -
sharing opportunities
(1) -
Shortcut to a folder
(1) -
sideACT
(1) -
Skype
(2) -
small monthly calendar
(1) -
smart phone app
(1) -
Smart Tasks
(1) -
SMS
(1) -
snooze options
(1) -
special characters
(1) -
special letters
(1) -
Startup Options
(1) -
status
(1) -
SubGroups
(1) -
Summary
(1) -
swiftpage
(1) -
sycn
(1) -
sync
(1) -
Synchronizing databases
(1) -
System Fields
(1) -
Tab Lights
(1) -
tables
(1) -
Tabs
(2) -
Task Detail View
(1) -
Task List
(4) -
Task Location
(1) -
TASKS
(2) -
Team Criteria
(1) -
template
(2) -
temporary contact list
(1) -
tentative
(1) -
Text
(1) -
Thunderbird
(3) -
TODAY
(1) -
todays calls
(1) -
Toolbar
(1) -
Totals
(1) -
tracking
(1) -
Transaction Tracking-Cost Basis
(1) -
truncating data
(1) -
uninstall
(1) -
Update
(1) -
update access list
(1) -
Update linked fields
(1) -
Upgrades
(1) -
upload template
(1) -
User control
(2) -
User prefix
(1) -
user-defined fields
(1) -
Version Numbers
(2) -
View
(3) -
web
(3) -
Web Design Birmingham & UK
(1) -
Web Link Catagories
(1) -
weekly calendar
(1) -
wildcards
(1) -
Windows
(2) -
wizard
(1)
- « Previous
- Next »
Idea Statuses
- Available in Act! v18 (3)
- Available in Act! v17 (4)
- Available in Act! v17 SP1 (6)
- Available in Act! v16 (14)
- Available in Sage ACT! 2013 SP1 (5)
- Available in Sage ACT! 2013 (19)
- Available in Sage ACT! 2012 (11)
- Available in ACT! 2011 (14)
- Available in ACT! 2010 SP1 (8)
- Available in ACT! 2010 (22)
- Submitted for voting (1,982)
