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, the info placed in those fields become a part of the created opportunity.
Right now, if we begin in the order screen, we have to go back into the created Opp to update
and that is a waste of time.
Is this possible?
If so, how?