Improvements to the Opportunity View

Viewing availability of a specific product and assigning a contact to an organization, just got that bit better.

Improvements to the Opportunity View

You can now jump straight to the availability of a product from a line item on the Opportunity item menu. In the drop-down menu, simply select ‘Availability’ and you will be taken through to the Availability screen for that item.

You can also now specify a contact name when creating a new organization on an Opportunity. Rather than adding in a new organization and then assigning a contact to it in ‘People & Organisations’, you can do it all in one screen.