Method:Classic General Q&A

Re: Customer/Lead specific Opportunity

Method_Audisho — Wed, 27 May 2015 15:43:38 GMT

Hi Jonathan,

This logic already exists on the New Opportunity… button under the Opportunities tab on the stock Edit Customer screen. I suggest you have a look at this action set and simply copy it. It’s worth noting that opportunities are assigned to contacts, not customers, so I believe the main contact will be selected by default.

I hope this helps.

-Audisho

Customer/Lead specific Opportunity

Jonathan — Wed, 27 May 2015 08:32:07 GMT

Hi Method,

I would like to create an opportunity screen that automatically choose the customer name same as active customer screen. The New Opportunity button is located at ViewCustomer screen. I'm having difficulties in creating the logic to make the NewOpportunity screen automatically load the same customer name. Do you have ideas how to achieve it?

Thank you.