Linking Details and Related
I created a custom field for the details section under opportunity so that we can quickly access the contact details in the opportunity. Unfortunately, this field is not actually linking the contact to the opportunity. It's merely creating a short cut.
Whereas, the organization is getting linked to the opportunity through the field when creating a new opportunity.
How can I make the contact field do the same thing?
Comments
Hi Morgan,
You have two options:
1. Create a workflow automation webhook to add a contact link to the opportunity using middleware software like Zapier. Here is the API endpoint to use:
https://api.insightly.com/v3.0/Help#!/Opportunities/AddLink
2. Add the related link to the opportunity related page layout:
https://support.insight.ly/hc/en-us/articles/360023811853-Page-Layouts-Related-tab
I think the first option is best and keeps your related page layout looking nice, but both options work great!
Thank you,
Micah Feldkamp
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