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Show opportunities of the caller?

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  • Show opportunities of the caller?

    Hey guys!

    Please guide me, how to add to the caller box (pop-up) opportunities that are linked to the contact?

    Thanks

  • #2
    I would use Kharg button extension for this. You will need a do a click though, and it only support single link.

    Better off mixing List Small + Button and relationship?

    Here is a sample of my setup.

    Click image for larger version  Name:	image.png Views:	0 Size:	18.3 KB ID:	110263

    See that icon left of the name Test? Clicking on that will show me:
    Click image for larger version  Name:	image.png Views:	0 Size:	30.4 KB ID:	110264

    Both of this is in a Popup Modal (right side half screen popup)

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    • #3
      thank you, I will have a look

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