Method:Classic General Q&A

Re: Opportunities - add additional contact information

Method_Michael — Wed, 17 Nov 2010 22:28:51 GMT

Mike,

As Matt mentioned the cause of this issue is most likely that the role being used does not have access to Customer Center > Customer List. Please let us know if you are still having issues.

Michael

Re: Opportunities - add additional contact information

Matt — Fri, 12 Nov 2010 13:00:46 GMT

Hi Mike,

I'm going to take a shot in the dark here...

By default clicking on the customer name uses the action Go To Tab Link and by default it takes you to the Customer Center>Customer List.

It looks like you created a new tab named RH Customers and either deleted or don't have the Customer Center tab visible in the role you are in. Try editing the Opportunity screen. Edit the action for Customer and change the tab that it takes you to, to be RH Customers>Customer List.

Re: Opportunities - add additional contact information

mikefieldhouse — Thu, 11 Nov 2010 12:22:55 GMT

Hi Matt

If I click on the Customer name in the grid I get a page with the tab headers - but otherwise the page is blank.

Any thougths.

Windows 7, ie 8 working in fallback mode

Havefun

Mike

Re: Opportunities - add additional contact information

Matt — Wed, 10 Nov 2010 15:21:50 GMT

Mike,

In the opportunities grid, you will notice that the customer Name column has the customer name in green. Click on the customer name that you would like to update and that should take you to their record on the customer list screen where you can update their information.

Hope that is what you are looking for.

Opportunities - add additional contact information

mikefieldhouse — Wed, 10 Nov 2010 08:07:10 GMT

Hi there

I've been caught by this several times. I enter info into an opportunity and then later get more contact information. There is no apparent way to add that information - please see this screen reccording

http://www.youtube.com/watch?v=yyT9X6IBaZE

Let me know your thoughts.

Havefun

Mike