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sf_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.
can you give a screenshot?
Hi ignatuiz
This is basiccally a snapshot of the opportunities from the forecast homepage;
I want to display the associated account name where the blue square is.
Any ideas?
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