Access Partner Info within Opportunity
Once a partner has been assigned to an Opportunity, it would be useful to have access to the partner's information from within the opportunity module. At the moment the only info available seems to be the partner's name.
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Dan Couldridge commented
This is something we have seen with a number of clients recently. This area of Maximizer is currently very thin and could be greatly enhanced by allowing a number of fields (which could be selected by the user or administrator) associated with the 'Partner' to be displayed on the Opportunity screen. Too often we find clients needing to duplicate address book information relating to Partners, within extra Opportunity UDFs therefore increasing workload.
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Anonymous commented
Although the partner now shows some of the information, the full name and address details, including postcode, would greatly help our business