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by Bronze Super Contributor mscott821
on ‎01-11-2013 08:19 PM

You no doubt also noticed that the way opportunities work was SIGNIFICANTLY DIFFERENT from ACT! 2009...

 

That is what changed.

 

Multiple contacts can be attached/affiliated with an oppty starting in ACT! 2010.

 

Contact and oppties are now a many-to-many relationship, so that has a major impact on the behavior of their inter-relationships...

by Danny Robashkin
on ‎01-12-2013 10:07 AM

Clearly.... and yet it is pretty obvious what has to be done.

 

If I have contacts and companies associated with an opportunity, then it would be natural to have that Opportunities Histories have the contacts and Comapnies associated with them as well.

 

This is obviously not a weird concept, since in the preferences, under Admin and Company Preferences, there is an option to "Share new notes and histories on linked contacts and associate new acitivities and Opportunities with the Company record." If there was such a "Opportunities Preferences" now that they are their own entity where such a check box existed, then that would make it work, and be more consuistent/complete.

 

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