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

Matus Sopko sopko at its4you.sk
Tue Jul 6 16:32:42 GMT 2021


+ we setup default value for Opportunity Name as Auto generate so 
everybody can understand it.

S pozdravom / Best regards / Mit freundlichen Grüßen
Ing. Matus SOPKO
IT-Solutions4You s.r.o.
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Dňa 2. 7. 2021 o 11:13 Angelo Paglialonga napísal(a):
> 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 <https://www.angelopaglialonga.com>
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>> Il giorno 2 lug 2021, alle ore 04:11, Tony Sandman 
>> <tonysandman999 at gmail.com <mailto: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!
>>
>>         _______________________________________________
>>         http://www.vtiger.com/ <http://www.vtiger.com/>
>>
>>     _______________________________________________
>>     http://www.vtiger.com/ <http://www.vtiger.com/>
>>
>> _______________________________________________
>> http://www.vtiger.com/ <http://www.vtiger.com/>
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