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Converting a quote to an order opens create order window. Would like to default the value of the closed opportunity to be user defined, not based on quotes. Would also like the default when converting a lead & creating the new records to default to opening those windows. If this is forgotten, the windows are closed and the user must search for them to continue working in them.

Category: General
STATUS DETAILS
Declined
Ideas Administrator

Thank you for submitting your idea to our ideas portal. We appreciate your contribution and the time you took to share it with us. We have shipped many enhancements since this idea was posted and it is likely that it has been resolved. If not, kindly reopen. Thank you again for your continued support.

Comments

P

thank you for your feedback. We have added the ability to set defaults on leadconvert and other dialog boxes to future feature considerations.

Category: General