Announcement

Collapse
No announcement yet.

Opportunity Name format option?

Collapse
X
  • Filter
  • Time
  • Show
Clear All
new posts

  • ajamali
    started a topic Opportunity Name format option?

    Opportunity Name format option?


    Is there a way to change the formatting of opportunity name from posted transactions from C&P event mgt events? I'd like to remove the primary contacts name from being appended to the end of the opportunity name. This would make it a lot easier to Group By opp name in SF reports.

  • CnP.Support.AM
    replied
    Good day @ajamali

    Please review the Customize Name in the slideshow here: http://help.clickandpledge.com/custo...ticles/1164724

    Hope that helps.

    Leave a comment:

Working...
X