Community
Showing results for 
Search instead for 
Do you mean 
Reply

Duplicate Opportunity and Select All Fields

Bronze Contributor
Posts: 1,393
Country: USA

Duplicate Opportunity and Select All Fields

In the opportunity view, I generally duplicate an opportunity for an annual renewal.  When I do, I check the box for copy all fields.  I am confused as to why the contacts are not included in duplication.  I will generally start with the same people involed on the anniversary date. 

 

I will post this in the "Share Ideas" if this is just the way it is.

John Purdy
ACT! Premium 2016 (V. 18)
Main: HP 9470M 8GB, Win 10 Pro, & Exchange 2013 & Office 365, 32bit
Remote: Dell XPS Ultrabook with 4GB & Win 10 Pro, Office 365 32bit & Exchange 2013
Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Duplicate Opportunity and Select All Fields

John,

Just verified this is 'normal' behavior (no contacts included).  Please post to "Share Your Ideas".  Thanks!

Greg Martin
Sage
Bronze Contributor
Posts: 1,393
Country: USA

Re: Duplicate Opportunity and Select All Fields

Posting it today.

John Purdy
ACT! Premium 2016 (V. 18)
Main: HP 9470M 8GB, Win 10 Pro, & Exchange 2013 & Office 365, 32bit
Remote: Dell XPS Ultrabook with 4GB & Win 10 Pro, Office 365 32bit & Exchange 2013