Is there a visual indicator (or how can I add one) to tell me an Opportunity has been converted to a Project?

When I am looking at Related Activities for a contact, for example, and I have my list for Opportunities and Projects I want to be be able to see WHICH opportunities have already been converted to Projects. This is not always easy to tell because we sometimes rename Projects. 

I have added the column "Converted Opportunity" to the Projects list under related activity so that helps a little, but I want to be able to tell at a glance which Opportunities have already been converted without having to compare back and forth. And ideally I'd like to be able to see that from any screen I may be seeing an Opportunity with a little visual indicator or something so I know we've handled that Opportunity already.

Is there a way to do this?

Thanks Insightly!



  • I agree, in System Settings > Objects & Fields > Contact > Page Layout there should be a Details, Related and Activity page views. The current view "Contact layout" only allows changes to the DETAIL tab of the contact.

    If this was available, we can add the "STATE" to the view.

    Great Idea :)

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  • Thanks Schalk van der Merwe - it looks like so far only you and I think it's a great idea lol

    But yes, would be very helpful to see which Opportunities have been handled already. For reporting purposes, too.

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