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Sometimes opportunities get entered under the wrong Company contact. We have found that after the opportunity is activated there is no way to lookup to the full contact list. The system seems to filter the list of contacts in the lookup down to the ones associated with the Company contact that was first selected with the opportunity. This forces users to create a new opportunity to fix their mistake, instead of being able to update the Contact.
STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for this suggestion! Currently this is not on our roadmap. We are tracking this idea and if it gathers more votes and comments we will consider it in the future. Best regards, Business Central Team

Comments

D

After having created a Quote, we find that another company actually places the order. Typically for large corporations with businesses in different countries or if an Engineering Company ask for a quote and a Yard places the order.

In these cases we would like to keep track of communication, documents and comments in the original Opportunity.

Category: Opportunity Management