Picking existing related item
Reported by Mike Dvorkin | May 3rd, 2010 @ 09:33 PM | in 0.9.11 "Euwe"
The asset landing page should allow to pick existing related item. For example, on the Campaign landing page it should be possible to attach existing tasks, lead, or opportunity.
There should be extra Find... link added, for example:
Leads [Create Lead | Find Lead]
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Clicking [Find ...] link should bring up auto-search popup similar
to [Quick find] that lets search for an item and attach it to the
current asset.Comments and changes to this ticket
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Ruby on Rails CRM platform for Web 2.0 and beyond
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Mike Dvorkin
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Relate a contact with an opportunity
Yes, there's another ticket for this feature and I'm curr...