[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.
Kancelária: Slovenská 69
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Dňa 2. 7. 2021 o 11:13 Angelo Paglialonga napísal(a):
> That’s the solution I mostly use!
> _______________
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> Angelo Paglialonga
> Consulente per soluzioni CRM ad alto ROI.
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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!
>>
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