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Allow the ability to set the opportunity defaults of each user in the Administrator

Status: New
by on ‎04-30-2010 11:48 AM

Creating a template, it would be great if the opportunity defaults can be created for a template.


Also allow the administrator to set the opportunity defaults.



by Gold Super Contributor
on ‎04-30-2010 12:12 PM
This is something all of our clients have been asking for.
by Nickel Contributor
on ‎04-08-2011 07:53 AM

We've written a LAN customization that allows the Admin to copy the Admin's Opportunity default settings to all users. Not a comprehensive solution, but it has worked reasonably well for most of our customers. In most cases, they want all their users to have the same settings anyway. However having the ability to assign templates and define different defaults to different users would be really helpful.

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