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Avid Listener
Posts: 17
Registered: ‎03-09-2010

Web Opportunity Description

Hi,

 

SLX Web 7.5.1

 

How can I change the default Opportunity Description, or at least remove it when creating a new opportunity?

 

I have unchecked the Use Defaul Naming conventions in the Options > Opportunities in the web client but it still defaults the description to Account Name - Phase 1.

 

I also cannot see anything in the Load Actions of the Insert Opportunity form to change it.

 

Thanks.

Highlighted
Tuned Listener
Posts: 26
Registered: ‎06-28-2010

Re: Web Opportunity Description

You could change the onload function to chage this for you to whatever you want.

 

For example using a code action snippet in c#:

 

form.txtDescrtiption.Text = "This is the new description";

 

I'm not sure this will work but in theory everytime the page was loaded it would change it to that which would solve your problem.

 

 

-Matthew-