Name of Feature/Request:
Add an eye catching update to contacts on opps (or anywhere really, tasks, orders, etc) when they’re related to other customers/vendors.
What financial, time savings, or quality of life improvements will occur from this:
Frequency: This affects sales via duplicate opportunities several times a week so could prevent that from continuing to occur.
Attempted Solutions So Far:
There’s only a manual process of always opening a contact that’s associated to an opp to verify/valid whether they’re possibly associated to other customers/vendors.
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software:
This little itty bitty update would go such a long way towards helping everyone who use striven to identify this situation and head off our specific problem in sales where opps can get duplicated and assigned out to multiple people which is frustrating.
My proposal is to do at least one of the following enhancements:
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Highlight the contact field blue, the same color as the highlight on the top of the contact field as is done already (below/attached)
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Add a tooltip notification as shown below/attached. The tooltip can be anywhere, next to contact: or at the end of the field further to the right; or just having the blue highlight can be enough.
StrivenID: 2337097