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Hi.
Wisdom needed, please.
I have an order form that, on promoting to Sage 100, creates an Opportunity. We would like to:
1. Add fields to the Order form that mirror Opp fields. (oppo_source, oppo_type, oppo_acginitialcommtype )
2. Upon promotion…
Hi Community
We found a problem with some users being a little bit lazy and not filling in a couple of company fields ie the sector and source.
Is there anyway to get these fields to display in an opportunity for that company? I have tried creating…
