Adding custom fields to 365

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1 comment

  • Dan Walker

    Thanks for taking the time submit this post Gerald.

    You will only be able to have 5 custom fields in contacts and 5 custom fields in opportunities.

    you will only be entitled to 15  custom fields( 15 within contacts and 15 within opportunities). If you have have Act365 Pro.

    As you have missing fields in opportunities can you please email some screen shots through to Success@act.com.

    I would like you to include a screen shot of where you have created the custom opportunity fields within Profile/ My Profile/ Preferences......

    also Include a screen shot of where the fields are missing on the opportunity view.

     

    I look forward to your email

    Chris

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