Contact person lookup on the Opportunity form #26777
petrbaloun
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Issue is about UX ambiguity: when multiple contacts share the same name, the lookup control on the Opportunity form doesn’t display enough context to distinguish the correct person. |
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When I have contact persons with the same name and search for them in the lookup field on the form, it is impossible to tell whether I am selecting the right person.
Would it be possible to append a hyphen and the name of the associated client to the contact person's name?
This might be useful elsewhere, too—or perhaps having a general option to configure 2–3 columns of record details to display in the lookup field.
Thank you.
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