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

[Angelo Paglialonga]

That’s the solution I mostly use!
_______________

Angelo Paglialonga
Consulente per soluzioni CRM ad alto ROI.

Telefono: 3386077866
Skype: angelo.paglialonga
Web: https://www.angelopaglialonga.com



> Il giorno 2 lug 2021, alle ore 04:11, Tony Sandman <tonysandman999 at gmail.com> ha scritto:
> 
> 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 <mailto: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 <mailto: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 <mailto:vtigercrm-developers-bounces at lists.vtigercrm.com> <vtigercrm-developers-bounces at lists.vtigercrm.com <mailto: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 <mailto: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!
> 
>  
> 
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