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by Gold Contributor
on ‎11-07-2012 05:28 AM

Agreed. This would be a BIG improvement

on ‎01-08-2013 03:19 PM

Why doesn't everything appear in the history of the things it is linked to? why doesn't the opportunity show up in the history on the contacts and companies it is linked to? Why don't documents in an opportunity appear in it's history? This worked just fine in Act 2009....

on ‎10-01-2013 05:59 AM

I am looking for something very basic regarding opportunites and groups.

I want to create a lookup by group, then lookup opportuntites within that group.

For example, the group could be "2013 Trade Show leads", then lookup all opportunites associated with that group.


It appears the user has to add the group within the opportunity, it is not dynamically linked to the contact's group membership.