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Hi there,
New to this CRM, so far so good. A current code base unlike zurmo, so no sign of it becoming a dead end and totally customisable, only took 15mins or so to get to grips with it all.
We have a requirement though, is it possible to add a dynamic field to the accounts object from the opportunities?
Our business works on a yearly membership business model, as such we generally only have one opportunity on the go for any given account at 1 time.
What we would like to be able to do is pull out the latest opportunity related to a given account and display a field in the list view.
ie: in the screenshot below we would like to add the current status of the latest opportunity to the list view of the accounts thus giving us an easier overview of the opportunities and accounts in one page.
New to this CRM, so far so good. A current code base unlike zurmo, so no sign of it becoming a dead end and totally customisable, only took 15mins or so to get to grips with it all.
We have a requirement though, is it possible to add a dynamic field to the accounts object from the opportunities?
Our business works on a yearly membership business model, as such we generally only have one opportunity on the go for any given account at 1 time.
What we would like to be able to do is pull out the latest opportunity related to a given account and display a field in the list view.
ie: in the screenshot below we would like to add the current status of the latest opportunity to the list view of the accounts thus giving us an easier overview of the opportunities and accounts in one page.
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