Anonymous

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  1. 36 votes
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    10 comments  ·  Customer Wishlist » Opportunities  ·  Flag idea as inappropriate…  ·  Admin →

    Thanks for the suggestion. One thing that might help in the meantime are Default Service Dates on opportunity groups.

    You can set up default service dates on opportunity groups – including copying the dates from the scheduler. Once you’ve set these dates, any services that you add the group automatically default to those start & end dates.

    To do this, add an opportunity group and then edit it. On the next screen, you’ll see a section for the default service dates. Fill these in using the date fields, or click the green “copy from schedule” button to fill them in using dates from the scheduler.

    Anonymous commented  · 

    Hi,
    this is really useful but...
    in case of a template opportunities with many staff involved, this is not valid yet. I mean, we have a template for some events we produce, with many staff involved, and to generate the new opportunity we need to change one by one the dates of each service, and it takes a lot of time. Even if we change the group default service dates, this default is only applied to new services we add.
    the button "Copy From Schedule" Could be added next to the dates when editing the service item, or even better, a thick box for bulk dates settup.

  2. 95 votes
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    19 comments  ·  Customer Wishlist » Products and stock levels  ·  Flag idea as inappropriate…  ·  Admin →
    Anonymous supported this idea  · 
  3. 498 votes
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    38 comments  ·  Customer Wishlist » Opportunities  ·  Flag idea as inappropriate…  ·  Admin →

    We’re investigating this for future development, thanks for the votes and comments!

    It’d be really interesting to hear everyone’s thoughts on how you’d envisage this feature working, as well as any common scenarios where you’d like to be able to select alternative products.

    Let us know in the comments – your feedback is really useful.

    Anonymous commented  · 

    This will be really nice...

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