AnsweredAssumed Answered

List view from different modules

Question asked by amar amar on Mar 13, 2014
Latest reply on Mar 14, 2014 by Jason Eggers

I would like to know if I can link a custom field (publication) from the
Opportunities module to appear in the Accounts module List view.


 

 

   

Example  list view

   

 

   

Company   Assign to user     Publication          Allocated  date

   

                                                Publication1       (date created in opp module)

   

 

   

Opportunity Name       Publication          Date created        Pipeline stage
  (drop down list)

   

                                      Publication1

   

                                      Publication2

   
This way, a salesperson in our team can find out if another colleague is working with a client in one of our publications (without having to go into the record itself)

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