Creating an opportunity starting from the Contacts Module does not take over account info ?

While looking in the Contact module at a contact (which is linked to an account), I start creating a new Opportunity via the below subpanel Opportunities (+ sign). The Opportunity record is created alright, taking over information from the account linked to that contact. However , the teams belonging to that account are NOT added to that new opportunity. Does anybody know why the teams are not taken over ? What the rationale behind it ?

Thanks for any feedback,

Hugo

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0 André Lopes over 5 years ago

On creating a record the team in that new one follow your default team, so it will not inherit from Accounts.
Maybe you can change that by adding team_set_id and team_id in the populate_list in the link field 'opportunities' at Contacts vardefs, using extended vardefs. This requires development skills.
Regards

André Lopes
Lampada Global

Skype: andre.lampada
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0 André Lopes over 5 years ago

On creating a record the team in that new one follow your default team, so it will not inherit from Accounts.
Maybe you can change that by adding team_set_id and team_id in the populate_list in the link field 'opportunities' at Contacts vardefs, using extended vardefs. This requires development skills.
Regards

André Lopes
Lampada Global

Skype: andre.lampada
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0 Hugo Geyskens over 5 years ago in reply to André Lopes

Thanks André.
;-)
Hugo
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