Posted: 2024-02-06 11:32 |
Hi, I'm trying to add a column to an opportunity report that includes any additional partners in the opportunity. EG if company A is the prospective customer and company B and C are logged on the organization tab of the opportunity as additional partners for the specific opportunity, B and C should be included in the report column. How do I get this to work? Using the Related Organisations>Name breadcrumb just brings up the prospective customer, and Related Organisations>Partners (organisations)>Name brings up the first organisation related to the company, who may not be related to this specific opportunity. I'm obviously missing something, but what? |