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Mark as Thanked Performs a Deep Clone #53

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samknox opened this issue Mar 19, 2012 · 1 comment
Open

Mark as Thanked Performs a Deep Clone #53

samknox opened this issue Mar 19, 2012 · 1 comment

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@samknox
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samknox commented Mar 19, 2012

This idea was brought up by ONDA. Basically, when recurring payments get marked as thanked and the next opp gets created, not all field data is replicated on the new opps. I think all field data should be and/or an interface created so that end users can choose which ones they want cloned or not.

Examples of fields that aren't being replicated are:

Fund
Restriction
Member Level

@mscholtz
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+1. I've run into this before as well.

BTW, I think this is triggered on any Closed Won stage, not "Thanked" in particular.

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