Calendar Appointments and Opportunities

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I know CRM has the ability to create a "Follow Up Opportunity" from an appointment in the calendar. Is there a way to carry over more information to the newly created Opportunity, such as the details of the appointment, and put them in the opportunity description.

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  • Yes. The url of the new opportunity screen contains the URL of the previous communication. You can use either create scripts against fields or a client side SData call to get the details on the previous communication and populate whatever fields you require

    Sage CRM specialist and all round fan! Please feel free to follow me on twitter @dannycrm

  • Do you have a sample of a script possibly? And where I would place it. I am fairly new to Sage CRM