04-17-2018, 01:22 PM
I wish, see some data from contact and opportunity associated at contract service, without a "click" to opened a contact module or opportunity module.
Today user, need access contract service, click in contact, and in contact click in opportunity for look the sale.
Path today: Contract Service -> Contact -> Opportunity
User wishing, in first screen, see,
For example
Name
Lastname
email
fone
and all data from opportunity ( sale ).
How I can do that?
Today user, need access contract service, click in contact, and in contact click in opportunity for look the sale.
Path today: Contract Service -> Contact -> Opportunity
User wishing, in first screen, see,
For example
Name
Lastname
fone
and all data from opportunity ( sale ).
How I can do that?
Ranieri
eCRM Web
eCRM Web