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Angela Watson

• 26 March 2018 10:49

When you type a note and want to attach it to an Opportunity - why doesn't it give you a drop down list of the opportunities you have?  You seem to have to remember what they are all called?

 

Am I doing this wrong?

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  Act! Team

  • 27 March 2018 08:47

  Hi Angela,

  Thank you for contacting Act! Essentials Support.

  Generally you'd need to select the opportunity you want to attach it to, go to the notes tab and then click 'add notes'. Doing this will add the note to the selected opportunity only.

  Can you confirm whether you're trying to do this a different way?

  Kind regards,

  Dan
  Act! Essentials Team

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