Showing results for 
Search instead for 
Do you mean 
Community Home Request Access Read Blogs Share Your Ideas Search Community View My Settings

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

Status: New
by slxrxsol 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.

 

 

Comments
by Gold Super Contributor RJLedger
on ‎04-30-2010 12:12 PM
This is something all of our clients have been asking for.
by Nickel Contributor anoshwadia
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.

We want to hear your cool ideas for enhancing Saleslogix products and services. So add your own ideas or kudo (vote) on the ideas of others here! Watch the most valuable bubble to the top!

I have an idea! How do I get started?

One
Read our submission guidelines.

Two
Search for your idea. If you don't see it, submit a new one!

Three
Provide feedback on the ideas of others by voting with kudos and adding comments.
For more information about using ideas, read this thread.

Four
Track your ideas and those you like. Once you've posted or kudoed and idea, subscribe to be notified via email of the latest updates to the idea. From within the idea, click "Idea Options" which appears above the idea title and choose, "Subscribe to this idea".

Be sure to check back from time to time to see new ideas and status updates!

Here is a quick list of the recent ideas for speedy browsing!
Labels