CRM - Reference Field in List display
It would be good to show the Reference field in the list display of the CRM element of DEAR, we use the reference field to detail what the opportunity is regarding. At the moment we have to open each opportunity individually which is time consuming.
2 people like this idea
Exactly my issue also. And even when printing individual opportunities out the reference field is not shown or available.
This needs addressed or its unusable.
Reference column in CRM Opportunites and field on printed paperwork : DEAR Support Team (dearsystems.com)