(1) For Aurena, in the Business Activities screen, how can I show the following fields as separate columns ...
Business Opportunity ID
Business Opportunity Description
Opportunity Stage
Stage Description
Opportunity Status
Opportunity Main Representative
(2) In the Business Activities screen, can the Activity ID be a hyperlink so I can directly access the Business Activity (rather than using the three dots in the left column and then Details link to open the Business Activity).
Just a quick follow-up to check if this is available as a standard configuration option?
For example, is the following screenshot a standard configuration setting for the Business Activities screen with an option to enable ‘Show Business Opportunity’ details on the Business Activities screen?
Just checking if a response can kindly be provided. Thanks in advance.
The Business Activities are created against Business Opportunities, so it would seem logical that the Business Activities screen can show certain fields for the relevant Business Opportunity.
Is the screenshot above with the option to display Business Opportunities based on an out-of-the-box version of IFS?
Just checking if anyone is aware if the Business Opportunity fields can be shown in the Business Activities screen in the out-of-the-box IFS product without custom modifications?
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.