[Vtigercrm-developers] Why do we need Opportunity Name field?

Tony Sandman tonysandman999 at gmail.com
Fri Jul 2 02:11:26 GMT 2021


Do workflow, concat a few necessary values from other fields, separate with
pipe and it will looks great!
Moreover easy to search in list view without jumping over columns
;-)

On Fri, Jul 2, 2021 at 12:29 AM Rubén A. Estrada Orozco <rulotec1 at gmail.com>
wrote:

> I agree with Martin. I find it useful to use that field as a short
> description about what the opportunity entails (what will you sell if the
> opportunity is won).
>
> Saludos
>
> Rubén
>
>
> On Thu, Jul 1, 2021 at 9:35 AM Martin Allen <
> martin.allen at exe-squared.co.uk> wrote:
>
>> Opportunity Name field makes perfect sense in some business situations,
>> but not neccassarily all – We use it all the time, and put in how we refer
>> to ap particular opportunity – so when we have multiple opportunities for a
>> client, rather than having to specify the Opportunioty No (POT1234) then we
>> can just say ‘crm installation’ or ‘website build’ etc, and everyone knows
>> which Opportunity it refers to.
>>
>>
>>
>> *From:* vtigercrm-developers-bounces at lists.vtigercrm.com <
>> vtigercrm-developers-bounces at lists.vtigercrm.com> *On Behalf Of *nilay
>> khatri
>> *Sent:* 01 July 2021 09:48
>> *To:* Vtiger Developers List <vtigercrm-developers at lists.vtigercrm.com>
>> *Subject:* [Vtigercrm-developers] Why do we need Opportunity Name field?
>>
>>
>>
>> Do we really need a field to name the Opportunity? if so what should be
>> the value set for it?
>>
>>
>>
>> Almost 99% of people that I have come across that use Vtiger, have asked
>> this question, "What should be the value for Opportunity Name?"
>>
>>
>>
>> And usually they end up putting Customer name and Mobile no. into it, and
>> not selecting the Contact in the reference field!
>>
>>
>> _______________________________________________
>> http://www.vtiger.com/
>
> _______________________________________________
> http://www.vtiger.com/
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