08-12-2014 11:30 AM
I may have done this incorrectly, so I'd appreciate it if someone had some input.
My guys want to track what parts (products) on a given Opportunity are won versus those that are "lost". Not at the Opportunity level, but at the product level.
I added two Yes/No fields to product and customized the columns so they'd show up on the tab. No problem so far (I hope). But when I click on the product and bring up the edit box, the Yes/No fields can't be clicked. I don't believe I did anything to make them read only, so I'm wondering if there is a solution for this, or if there is a different way to accomplish it. Thanks for any input.
08-12-2014 01:53 PM
You may want to look at add ins to better facilitate this. I believe we could do it with Quotewerks and Also Durkin Impact should be able to to this.