Adding a Deal to and Existing Contact
I want to easily add a Deal to an existing Contact. If I click on New Deal on the Contact page this currently this is what happens:
All of the mandatory field (and other field) information exists within the Contact. Is there a simple way for it to automatically add this information into the New Deal?
I see emails about client scripts and deluge scripts but this all seems very long winded is there a simple way to do this, and if I must use a script which is the best option.
Any assistance really appreciated