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Duplicate Opportunity - Please fix it

Status: Submitted for voting
by on ‎04-03-2011 02:12 PM

I have customer in last seventeen years (and in next twenty certainly) that year after year renew maintenance contracts !

Whenever I need to create opportunity to renew same contracts for next years the "Duplicate Opportunity" function only creates a new one.

There is no point in doing that ! There is already a function to create a new one.

I would like to copy everything (if I select "Duplicate All Fields").

This will save me a lot of time!

Thanks

Comments
by JM
on ‎04-04-2011 04:06 PM

I'm running Prem 13.1.111.0 Hot Fix2. 

Viewing an Oppt. Detail Record that I had created with fields populated I go to ACT! Menu drop-down Opportunities and select Duplicate Oppt., then select bullet Duplicate data from all fields.

Problem is the new Oppt. copies all fields but there is no Association to a Contact Record.

Too many steps to then associate that Oppt. to the Contact Record.

JM

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