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Merge - Combine - Copy Opportunities
Not sure I can see Sage doing this... I haven't seen it requested before, and for a small number who need it, it's a pretty complex task.
To do it generically, it needs to handling scenarios like:
* Different Statuses
* Different Record Managers
* Different Access ACL
* Different Probabilities
* Merging Products and Associations (contacts, companies, groups)
* Merging Documents, Notes, histories
* Recalculating Totals, Weights
For a specific business case you can pre-determine these and, if necessary create a bespoke add-on or do exports and re-import with something like itImport
To do it generically, it needs to handling scenarios like:
* Different Statuses
* Different Record Managers
* Different Access ACL
* Different Probabilities
* Merging Products and Associations (contacts, companies, groups)
* Merging Documents, Notes, histories
* Recalculating Totals, Weights
For a specific business case you can pre-determine these and, if necessary create a bespoke add-on or do exports and re-import with something like itImport
When most users request what they think is a simple function, they only think about their specific need (as you might)
For Sage to add it, they need to look at all the different scenarios that other users might need ... then look at how much work (cost) and how many would use it. Then see if it's worth doing.
When they miss scenarios (like missing the country code in phone fields or bad time-zone handling from Outlook sync and Mobile Live), they may make some users happy but will upset many more who try to use it.
The reason I posted above was to say that, while Greig's idea of suggesting it is good, unless a huge number of users add Kudos and comments, I wouldn't hold your breath
If you need it, I'd contact Pat Egen or Stan Smith (who have contact de-dupers) and see if they might look at how much work to add to their product with just the functions you need... or if you can convince them that there are enough users who need it to add the functions to their commercial products. If they think there might be lots of sales, they might not charge as much :-)
For Sage to add it, they need to look at all the different scenarios that other users might need ... then look at how much work (cost) and how many would use it. Then see if it's worth doing.
When they miss scenarios (like missing the country code in phone fields or bad time-zone handling from Outlook sync and Mobile Live), they may make some users happy but will upset many more who try to use it.
The reason I posted above was to say that, while Greig's idea of suggesting it is good, unless a huge number of users add Kudos and comments, I wouldn't hold your breath
If you need it, I'd contact Pat Egen or Stan Smith (who have contact de-dupers) and see if they might look at how much work to add to their product with just the functions you need... or if you can convince them that there are enough users who need it to add the functions to their commercial products. If they think there might be lots of sales, they might not charge as much :-)
How is copy and pasting history items the same as merging opportunities?
I've added some more thoughts on this here:
http://blog.glcomputing.com.au/2011/01/how-are-product-management-decisions.html
http://blog.glcomputing.com.au/2011/01/how-are-product-management-decisions.html
