1. Audience and Permissions
Role | What They Do |
CRM Administrator | Chooses which Intake Opportunity fields appear in the widget by toggling the Show In Account’s Quick View property in the Layout Editor for the module. |
End User (Rep, Admissions, Manager) | Sees the widget on every Account detail page, with the fields the administrator has chosen. Can click Open to view, Edit to edit (when allowed), or Show More to see the full list. |
The widget honors the standard module permission. A user must have read access to the Intake Opportunities module to see the widget at all. The Edit icon is shown only when the user also has edit rights on that specific Opportunity record.
2. Where the Widget Appears & How it Looks
Sign in to the CRM and open any Account record.
Look at the right-hand side panel of the detail page.
Scroll until you see the section titled with the module name (e.g., Intake Opportunities)—this is the new widget.
Show the Account detail page with the right-side panel highlighting the new Recent Intake Opportunities widget
When the Account has linked Intake Opportunities, the widget shows:
A panel header with a chevron to collapse/expand the whole widget.
Up to three Opportunity entries, each rendered as a collapsible block.
Header: The Opportunity’s name, which acts as a link to its detail view.
Content: A two-column table showing each configured field’s label and value (empty values render as an em-dash).
Right-side action icons: An external-link icon (opens Opportunity in a new tab) and a Pencil icon (opens Edit mode in a new tab, if the user has edit rights).
A line separator between consecutive Opportunity entries.
A Show more link at the bottom of the widget, only when the Account has more than three linked Opportunities.
💡 Tip: When the Account has no linked Intake Opportunities, the widget shows a single line: “No intake opportunities linked to this account” and the Show More link is hidden.
3. Configuring Which Fields Appear
This is the only administrator setup required. Configure it once for the Intake Opportunities module and it applies to the widget on every Account record.
Steps to Configure:
Sign in as an Administrator.
Go to Settings (gear icon) → CRM Settings → Module Management → Module Layouts & Fields.
Select the Intake Opportunities module.
Hover over the field you want to add and click the Edit (pencil) icon to open the properties modal.
Tick the Show In Account’s Quick View checkbox.
Click Save.
Show the Field Properties modal highlighting the "Show In Account’s Quick View" checkbox
Validation Rules & Defaults:
Minimum 1 field must be configured.
Maximum 20 fields can be configured to keep the widget compact and readable.
Defaults: If no field is marked explicitly (typically just after the feature is rolled out), the widget falls back to Stage of Treatment, Sales Stage, and Expected Close Date so the widget is never empty on day one.
Heads up: The defaults activate only when zero fields are explicitly marked. The moment you tick the box on any single field, you must enable every field you want shown.
4. Acting on an Opportunity From the Widget
Open the Opportunity: Click the external-link icon or the Opportunity name to open its detail page in a new tab.
Edit the Opportunity: Click the pencil icon to open the Edit view in a new tab (requires edit permission).
See All Opportunities: Click the Show more link at the bottom of the widget to navigate to the standard Intake Opportunities related list, pre-filtered to the current Account.
💡 How "Recent" is Determined: The widget queries the three most recently created Opportunities linked to the current Account, ordered by internal record ID descending. Deleted Opportunities are excluded. It does not sort by modification date.
5. What an End User Sees Across Scenarios
Scenario | What the widget shows |
Account has 0 linked Opportunities | The text “No intake opportunities linked to this account”; no Show More link. |
Account has 1–3 linked Opportunities | Each Opportunity rendered as a collapsible entry; no Show More link. |
Account has 4+ linked Opportunities | The three newest Opportunities rendered as entries; Show More link at the bottom. |
Admin has not configured any field yet | The default set—Stage of Treatment, Sales Stage, Expected Close Date—is shown. |
Admin has configured at least one field | The configured set is shown; defaults no longer apply. |
User lacks edit permission on an Opportunity | The pencil (Edit) icon is hidden for that entry; the Open (external-link) icon remains. |
Field value is empty on the record | The widget shows an em-dash (—). |
User is on a small screen | The panel stacks below the main detail content responsively. |
6. Things to Watch For
Configuration is module-wide: The set of fields shown is the same for every Account. There is no per-role override in this release.
Soft-deleted records are excluded: An Opportunity that has been deleted will not appear, even if it was recently created.
Three is the hard cap: The widget always shows up to three. Use Show More for the full list.
Reference and Custom Fields work: Reference fields resolve to the linked record’s display name. Any custom field you add to the module can be enabled for this widget.
Field Order: The order of fields inside an entry follows the field order in the Layout Editor’s block layout. Re-order the fields in the Layout Editor to change the widget’s order.
7. Troubleshooting
Symptom | Likely Cause | What to Do |
The widget does not appear on any Account page. | The current user lacks read permission on the Intake Opportunities module. | Open Settings → Profiles and grant module access for the affected role. |
Saving a field setting fails with “Maximum 20 fields allowed...”. | You are trying to enable a 21st field. | Untick another field before adding a new one. |
Saving fails with “At least 1 field must be configured...”. | You are about to leave zero fields ticked. | Leave at least one ticked at all times. |
The pencil (Edit) icon is missing for an Opportunity. | The current user does not have edit rights on that Opportunity record. | Open Settings → Profiles or check the role’s record-level sharing. |
The widget shows old data after an Opportunity has changed. | Browser-side caching of the side panel. | Refresh the Account page. |
Currency or date format looks wrong. | The user’s locale and currency settings on their profile are not what they expect. | Check Settings (user profile) → Currency / Date format. |