Display Opportunity Total Value in History

  • Thread starter Thread starter joesmith
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J

joesmith

When I view the history of a business contact, I'd like to see the value of
the opportunities on the main screen. I know I can open each opportunity,
but I'd like to look at all of the values at a glance when I'm on the phone
with the contact.

Clicking on the Opportnities tab in business contact manager shows a column
heading called "total value." What is the name of that field so I can pick
it from the field chooser and add it to the history view of the contact? Is
there a way to see the field names of items on BCM forms in general? It
would be helpful when making changes in the SQL backend.

Thanks.
 
When I view the history of a business contact, I'd like to see the value of
the opportunities on the main screen.  I know I can open each opportunity,
but I'd like to look at all of the values at a glance when I'm on the phone
with the contact.  

Clicking on the Opportnities tab in business contact manager shows a column
heading called "total value."  What is the name of that field so I can pick
it from the field chooser and add it to the history view of the contact?  Is
there a way to see the field names of items on BCM forms in general?  It
would be helpful when making changes in the SQL backend.

Thanks.
Click to expand...

There may be a database field for total value, or it may be a
calculated field, in which case it's just calculated on the fly.
That's a common technique in data management because that way you
never have to worry about aggregated value fields getting out of sync
with the items list.
 
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