Associate Appointment with Opportunity
A
Aaron Watkins
Currently appointments are only associated with contacts.
This means if you have "multiple opportunities per contact" turned on, the "Book/Update Appointment" tab in the opportunity effects every opportunity for that contact when changed instead of just that opportunity.
I would like to be able to associate an appontment/event to the opportunity itself.
(This also holds true for notes)
Log In
B
Bryce Claudin
This is a BIG pain for us if an opportunity has multiple appointments. Let's say we have two appointments: a initial and follow up, the opportunity display only shows ONE of the appointments. This is very annoying. I should be able to see the history of the appointments with that opportunity.
Plus if we have reoccurring work with that client and multiple opportunities, the appointments become a mess and we don't know which appointment is for each opportunity.
C
Chestin Salisbury
This is a HUGE issue by my clients. A contact could have multiple Opportunities, each with its own Appointment, BUT all the Opportunities only reflect the most recent Appointment.
One example of the issues this causes, if an "Opportunity" is updated and should update the associated Appointment as a result, it's not and so the Contact could be active in an "Appointment Reminder' sequence when the Opportunity update SHOULD remove them.
Also, we're not able to look at an Opportunity card and see/know the Appointment details attached are correct. We basically have to manage Appointments independent of Opportunities. Ugh.
A
Adrian M. Nolt
Without this feature, I have not been able to create an elegant workflow that checks whether a specific opportunity has had its appointment scheduled.