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sf_evolutionsf_evolution 

Add field to opportunity listview on forecast view

 

Hi

 

Is it possible to add a field onto the opportunities that are displayed from the forecasts home page?

Specifically, I'd like to display the account name.  

 

I tried creating a formula field on the Opportunity record that dosplays "Account.Name" and adding that to the "All" opportunity listview, but it still doesn't show up.

 

Thanks in advance for any tip.

 

 

 

ignatiuz_forceignatiuz_force

can you give a screenshot?

sf_evolutionsf_evolution

 

 

 

Hi ignatuiz

 

This is basiccally a snapshot of the opportunities from the forecast homepage;

 

 sfgbcb

 

I want to display the associated account name where the blue square is.

 

Any ideas?

ignatiuz_forceignatiuz_force

This could be due to list view or users profile but cannot say for sure. If you can give me login to your org, I can have a look.

 

Best Regards,

Ignatiuz