CloudLink Ideas Portal

Remove default date and change name of field 'Opportunity Close Date' to 'Delivery Date' when entering a Lost Sale.

In SL when adding a lost sale report the “Opportunity Close Date” is blank. When filing a Lost Sale from iQuote the “Opportunity Close Date” defaults to the day the quote is closed. This should not happen, the date should be blank. Also, we would like to see if it is possible to change the title of the field from “Opportunity Close Date” to “Delivery Date”, since “Opportunity Close Date” is misleading and is not the date that CATERPILLAR wants to see.

  • Mandy Turnbaugh
  • Mar 7 2018
  • Already exists
  • Attach files
  • Court Laslop commented
    December 16, 2021 19:27

    Hi Mandy,

    Some of this functionality has been addressed in a subsequent release, all opportunities closed now default the Opportunity Close Date to today's date.



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