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Status Shipped
Categories CRM App
Created by Guest
Created on May 20, 2020

System Option to make pipelines mandatory

All new customers use pipelines when they create an opportunity. To avoid user error when creating an opportunity without a pipeline & causing issues with opportunity reporting, it would be good to have a system option to make pipelines mandatory on both opportunities & problems.

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  • Guest
    Reply
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    May 27, 2020

    Also do this for problems

  • Guest
    Reply
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    May 27, 2020

    (Make sure this script means that the free trial db gets this set)

  • Guest
    Reply
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    May 27, 2020

    Set this system option to enabled if there are less than 5 open opportunities not in a pipeline