Ideas for SalesPad Desktop

View by customer link in Opportunity Monitor and Search

There isn't a good way to view opportunities by customer in the Opportunity Monitor and Search.  I realize the relationship is setup to allow several customers to be associated with the same Opportunity which makes this difficult but it would be nice.

  • Nathan DeArment
  • Sep 25 2019
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  • Guest commented
    30 Sep 21:33

    I would like this functionality as well and realize the 1 to many relationship there.  We would only be using it with a 1 to 1 relationship.  If you are familiar with calculated UDFs you can make calculated UDF that pulls in the 'top 1' customer from the opportunity.