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

[nilay khatri]

Okay, so that means in most cases it is a combined value of a few of the
fields of Opportunity/Related, not something which is actually an
Opportunity Name.

As such it always becomes a question, What should be an Opportunity Name?

The problem arises when the User wants the name to be something like
Contact Name + Mobile No., think about the security. And it would be really
hard for anyone to justify to User why and why not.

On Tue, Jul 6, 2021 at 10:04 PM Matus Sopko <sopko at its4you.sk> wrote:

> + 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!
> _______________
>
> 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> 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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