Hello,

This is an important issue I am having. After assigning a contact role to an individual for a Potential, I can't create a related list column in Potentials to display the contact role (Owner, Co-owner, Primary Contact, etc.) of the individual. It will only show the contact is related to the potential, not the role. It is a time consuming effort to have to click the potential and scroll down to contact roles to find out what contact role the individual is. That is, Contact-> Potentials module (in related list details) should have the option to include contact role as a selected column.

If this is something that Zoho is capable of, please guide me through the process. If not, please implement this ASAP because it will make our system more efficient. If there is an unclear explanation in my question please let me know.

Thanks,

Alex