Info Displayed under selected Person

Is it possible for me to change the field(s) shown under the company and/or person after they are selected for an opportunity? At the moment it shows the primary phone number.


Thanks,
Anthony

Parents
  • 0

    Hi Anthony

    If the User has sufficient rights to do so, yes. They can click on the Person Record Hyperlink and once the Person Record opens up, they can click change and edit the fields required and the change will reflect back to the Opportunity.

    You can also do the change via the Person Record directly.

Reply
  • 0

    Hi Anthony

    If the User has sufficient rights to do so, yes. They can click on the Person Record Hyperlink and once the Person Record opens up, they can click change and edit the fields required and the change will reflect back to the Opportunity.

    You can also do the change via the Person Record directly.

Children