Opportunity Description TEMPLATES

Just like we have templates for the emails and locations, it would be very helpful to have the option to save/load/delete templates for the Opportunity Descriptions.

Garrett Ross - Habitat for Humanity of Omaha (A30119)

April 25, 2022 16:29

2

• Official comment

  

  CERVIS Customer Support

  May 29, 2022 01:05 Edited

  Update: As of CERVIS version 10.1.0 (May 28, 2022) this functionality has been added to the system.

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  Hi Garrett,

  CERVIS doesn't have templates for opportunity descriptions, but typically, if you have the same description for an opportunity, most of the other information will be the same as well and you can easily duplicate an entire opportunity from an existing opportunity by following the steps here:  https://support.cervistech.com/hc/en-us/articles/213872386.

  Warm Regards,

  CERVIS Customer Support
• 

  Garrett Ross - Habitat for Humanity of Omaha (A30119)

  June 07, 2022 15:31

  Thank you for adding the Field Content Template Option!

  0

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