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Siddharth Negi New Opportunity Creation
While creating a new Opportunity, few vanilla fields i.e. "Close Date", "Probability" as static in system.
We can not make modifications in these fields.
"Probability": We don't need this field in system at all as it's not fitting as per business culture - It has to be removed.
"Close Date": It should not be mandatory, we had created a workflow which will automatically populate "Close Date" as system date depending on an another field "Stage".
We have to preserve the workflow to auto-populate "Close Date" only once "Stage" is "Value-1" or "Value-2"
While creating a new opportunity it should not be mandatory at all.
Kindly call back on +971 566722715 for further clarifications and resolution ASAP.
Thanks,
Siddharth
CRM Business Manager
Dubai
We can not make modifications in these fields.
"Probability": We don't need this field in system at all as it's not fitting as per business culture - It has to be removed.
"Close Date": It should not be mandatory, we had created a workflow which will automatically populate "Close Date" as system date depending on an another field "Stage".
We have to preserve the workflow to auto-populate "Close Date" only once "Stage" is "Value-1" or "Value-2"
While creating a new opportunity it should not be mandatory at all.
Kindly call back on +971 566722715 for further clarifications and resolution ASAP.
Thanks,
Siddharth
CRM Business Manager
Dubai
The next best thing is to move it all the way down to another secion so that it is not obvious and change the label name also if you like.
For example, change Probability to N/A or Not Used and make it readonly.
Thx
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Thanks
Although i am not able to create a new Visualforce Page - Is this available in Professional Edition ??
I am having PE++ edition and have to remove "Close Date" field from Opportunity as its not required
If you dont need Close Date field, set a default value and hide it from page layout. But, i believe Close date is very important in tracking the progress of opportunity stages with Close date set as the deadline period.
Regards,
Raja