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Doubt - move to Trash or delete ... |
Posted by: rslemer - 08-09-2018, 08:14 PM - Forum: Administrator Support
- Replies (1)
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When user click on delete on Opportunity for example, system remove all registry in relation too?
If I return a opportunity in this case, system will return a contact in relation too?
If exists any document associate a this contact will be remove too?
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Suggestion - import not create a related to |
Posted by: rslemer - 08-09-2018, 04:15 PM - Forum: Administrator Support
- No Replies
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I wish, if system not found a registry "related to" in my spreadsheet not create a new record.
There is a special function, like as the "Contact ::: Name_of_Contact" and in some times, not a good idea, to create a new registry.
Because in large file imported, operation for discard imported all registries, is too prolonged too
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Suggestion - life time of opportunity |
Posted by: rslemer - 08-07-2018, 05:15 PM - Forum: Administrator Support
- Replies (1)
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life time of opportunity
in the same way that the value of forecast is an important indicator in a CRM system, the lifetime of an opportunity is also.
I suggest by deafult coreBOS calculate the lifetime of an opportunity from its opening to closing.
I would also like to know and control the number of days between each stage change.
How can I do this?
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