Method Community

 

Customer/Lead specific Opportunity

Last post 05-27-2015 10:43 AM by Method_Audisho. 1 replies.
Page 1 of 1 (2 items)
Sort Posts: Previous Next
  • 05-27-2015 3:32 AM

    Customer/Lead specific Opportunity

    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.

  • 05-27-2015 10:43 AM In reply to

    Re: Customer/Lead specific Opportunity

    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

    Audisho Sada
    Product Manager
    Method:CRM
    a.sada@method.me
    Toll Free: 1.888.925.6238
    Local & Overseas: 416.847.0400
    Fax: 416.640.6027
Page 1 of 1 (2 items)