So you followed tip 1290 and you customized your opportunity close form. Great! But now that you did that, users don’t see all of the win/lose status reasons to select when closing the opportunity. What’s up with that? First thing to remember is that the custom opportunity close is a quick create form for a […]
All entities in CRM have status and status reason fields. Status is either Active or Inactive (system entities, in fact, can have more than that but that’s not the subject of this tip), while status reason can hold multiple customizable values for each status. For example, if we have a custom entity Project, we’d want […]
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