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Currently, when copying an opportunity using the Copy button, all fields are duplicated. While this feature is effective for copying opportunities, it may lead to data inaccuracies. For instance, auto-generated fields are also copied, which create erroneous data. Actually, there is already a pop-up window that allows users to customize specific fields during the copy process, which are : Topic, Account, Contracting Unit, Currency, and Pricing. Therefore, it would be interesting to extend this customization possibility to all fields, including custom ones, by adjusting the plugin behind this functionality so as users could use this functionality effectively.

Category: Opportunity
STATUS DETAILS
New