RangerMSP Business Automation for successful ITs


Go Back   RangerMSP Forums > RangerMSP Software Discussion Forum (CCRM)

Thread Tools Search this Thread
 
January 21st, 2010, 02:44 PM
jbakic
 
Posts: 6
I'd like to have the ability to see the contact's phone number right from the opportunity instead of having to open the account.
 
January 21st, 2010, 03:00 PM
Support Team
 
Posts: 7,522
Hi,

Thanks for the suggestion; I've passed it to the Product management team.
For now, you can easily open the linked account from within an opportunity by right clicking the Contact field in the Opportunities > General tab, and selecting Show Contact.

This should allow you easy access to the phone number from the opportunities screen.

Let us know if this helps.

Regards,
Neta
 
January 24th, 2010, 07:29 PM
nattivillin
 
Posts: 1,146
It would be a nice feature, then i can make follow up calls from one screen, and not have to open each account.
Reply





All times are GMT -6. The time now is 08:36 PM.

Archive - Top    

RangerMSP - A PSA software designed for MSPs and IT Services Providers
Forum Software Powered by vBulletin® Copyright ©2000 - 2024, Jelsoft Enterprises Ltd.