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Can't see the Event in Opportunity record

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  • Can't see the Event in Opportunity record

    When I look at an Opportunity record, I would like to be able to see what Event the Opportunity is for. I cannot figure out how to do this. I have tried doing look-up fields/related lists for C&P Event and C&P Event Registrant.

    I know that I can go to Event Management, click on the event to see if the Opportunity's Contact is there, but with multiple events, this seems unnecessarily time consuming.

    How do a link the Opportunity to the Event?

  • #2
    Good day @GFA Staff

    In opportunity, we don't have but we do have in Campaign. You may identify opportunity based on the Campaign assigned to that opportunity.
    Regards,
    Click & Pledge Support Department

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    • #3
      How do I create a look-up field in the opportunity that displays the event?

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      • #4
        Instead of Lookup, you may go with Custom Mapping under C&P Settings or you may also accomplish the above using Workflow. Creating a lookup field will required to update the record manually.
        Regards,
        Click & Pledge Support Department

        On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

        Join us @ the educational webinars: https://clickandpledge.com/webinars/
        Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
        Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

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