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Display a list of opportunities as representative

  • 11 January 2024
  • 2 replies
  • 28 views
C
Rank
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  • CDE
  • Do Gooder (Customer)
  • 3 replies

Hello,

We are using IFS Aurena.

For many of our Accounts CRM or Opportunities, we have 1 Main Representative and 1 or more additional representatives.

Could you please show me a way of displaying the list of Opportunities - or Accounts - where I am identified as the Main Representative or simply as a Representative (not being the main)?

So far I only managed to find a way of listing Opportunities - or Account - where I am identified as the Main Representative.

Thanks a lot

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Best answer by Annjse 11 January 2024, 19:37

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Annjse
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Userlevel 4
Badge +9

In the Representative 360 page you can see all opportunities (and other records) where you are a representative or the main representative. 

C
Rank
Badge +2

Thanks Annjse.

This page is actually really interesting as a summary.

Is there a way to have shortcut directly to my page Representative360? In our system, when we click on the bookmark, there seems to be no way to add it with a filter towards my name. Hence, when I look for “Representative360” it always comes back on the page of the colleague which is the 1st in the list.

Thanks a lot

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