Hyperlink On The Task Page For Opportunity
(Doc ID 2417860.1)
Last updated on MARCH 25, 2019
Applies to:Oracle Sales - Version 12.2.5 and later
Information in this document applies to any platform.
On : 12.2.5 version, Sales Dashboard
Hyperlink on the Task page for Opportunity
When creating a task from an opportunity, it is automatically listed as a 'reference' on the task.
If you view the task via 'Sales User > Sales Dashboard > Calendar or Tasks' > when you open the task and go to the 'References' section, the opportunity is listed, but the opportunity name is not an active hyperlink (so that you can directly open the opportunity from the task)
The opportunity name should be a link so that you can navigate to the opportunity from the task
The issue can be reproduced at will with the following steps:
1. Navigate to: Sales user > Sales Dashboard > Opportunities > Create or Open Existing Opportunity
2. Click on the 'Notes and Tasks' tab > Create a new Task and save
3. Navigate to Sales User > Sales Dashboard > Calendar or Tasks > open the task that you created from the Opportunity
4. In the references section of the task, you can see the Opportunity name is listed - but the name is not hyperlinked so that you can navigate directly to the opportunity
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