Organisation/opportunity edit/copy/email etc. functions

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1 June 2016
#1
Claire Dewsbury
Organisation/opportunity edit/copy/email etc. functions

Hi

Would it be possible for the functions under organisations/opportunities to be the same as the funtions under opportunities in terms of:

view

edit

copy

email

I often manage opportunities via the 'Search/Organisations(Opportunities tab)' facility and often find myself having to navigate to 'Seach/Opportunities' to copy or email an opporutnity - it would be so much easier if both were the same.

Kobe 11 Mentality

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2 June, 2016 - 10:29
vcsheather
vcsheather's picture

Yes please! Have asked for this before.

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7 June, 2016 - 20:34
JuliaD OX

This would be a great change please.

 

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9 June, 2016 - 09:26
vcsheather
vcsheather's picture

Could we also have these in the 'Opportunities for renewal' section please?

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11 July, 2016 - 11:40
Claire Dewsbury

any update on this please VEDA?

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30 September, 2016 - 12:32
Gopi

Hi everyone,

View, edit, copy & email actions have been added in the following screens

  • 'Opportunities tab' in organisation records
  • Opportunities for renewal' page.

 

 

 

Thanks

 

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