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Thread: Set opportunity Defaults

Steve Knowles
Posts: 657

Set opportunity Defaults Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 17 Feb 09 12:52 PM

Is it possible to set opp. defaults across the board from the administrator or the arch.? If so, where is this function located? thanks

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Todd Herman
Posts: 52

Re: Set opportunity Defaults Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 18 Feb 09 10:41 AM

Steve, WEB or LAN and what version?
WEB requires some code in App Arhcitect for some configurations and there were defects with using the Out of the box configs for 7.2.2, which have since been Hot Fixed I believe.
Still kind of a mess. We set a default for the opportunity name, rather than the OOB "stage" stuff. LAN I think is pretty easy to update the plugin text but still requires Architect, not Admin. Some fields can be "configured" but not all.

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