CloudLink Ideas Portal

Defaulting Customer industry code on opportunities and transaction details - User Experience improvement

Generally the Customers industry code remains constant by division. By defaulting the industry code on opportunities and lost sale transaction details would improve the experience for users and generally improve consistency of reporting. The information is already in the system, just needs to default into the forms and users can change if they find the default code is incorrect.

  • Greg Chard
  • Dec 12 2018
  • Already exists
  • Attach files


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