Previous Topic

Next Topic

Company Name displayed as Opportunity Contact

In this release, if a Company contact is created with no individual's name attached to it, the Company Name will appear in the Opportunity Contacts tab. In the prior release, if a Company Name was entered without an individual's name attached, the Name field on the Opportunity Contacts tab would be blank, making it appear that an error had occurred.

See Also

Opportunities changes

Action plan stages are numbered

Mark multiple notes as complete

Leave fields unchanged when changing Opportunity stages

Drop-down lists added to Opportunity creation

Relate Action Plan templates to Opportunity Types

New OpportunityCreator security role

Create a new opportunity from customer portfolio

Copy an Action Plan

Manager automatically assigned to opportunity

Attach document templates to opportunity types

Attach documents to opportunity emails

Delete multiple Opportunities from Opportunity List

Differentiate imported opportunity descriptions

Task dates now checked for discrepancies

Task window displays opportunity name

Rename the Prospect field

Email notification must have assignee


ASI logo 10.6 Production Release. Updated 2/16/2006 2:13:14 PM
© Copyright by Advanced Solutions International, Inc. All rights reserved.