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Buttons on Opportunity Edit Page for Creatio

This add-on helps to copy or delete the opportunity record from the edit page providing more visibility about the record before performing copy or delete operation
Add-on
Application type
On-site
On-site deployment
Cloud
Cloud deployment
    Product description
    Product description

    Buttons on Opportunity Edit Page for Creatio helps to copy or delete the opportunity record from the edit page providing more visibility about the record before performing copy or delete operation.

    Use cases:

    To perform the copy and delete operation of an opportunity record in the edit page by analyzing all the record contents (Field values, Detail records, Attachments etc.)

    Key features:

    • Able to create a new opportunity record by copying the opportunity directly from the edit page which helps to give more visibility on the available fields and their values.
    • .Able to delete an opportunity record directly from the opportunity edit page where complete record contents could be scrutinized before deleting the record.
    • Connected records information is brought to the user while performing delete operation which helps the user to review before deleting the record.
    • Users with the provided access, set in object permission could perform the operation.

    Notes:

    For Copy, the required fields copied to a new opportunity record have to be configured in the object setup in the opportunity section wizard.

    Support conditions

    To keep this add-on free of charge support is provided only by email.

    Price
    Free
    Product compatibility
    Product
    Sales
    Financial Services (sales)
    Version
    7.14 and up
    DBMS
    Any supported DBMS
    Platform
    .Net Core
    .Net Framework
    Guides and manuals

    After the successful installation of the add-on, you will get to see the Copy and Delete button on the Opportunity edit page. The buttons are readily available to use inside the edit page of the opportunity record once the installation is done.

    Copy - Click on the copy button to create a new record by copying field values from the current opportunity record

    Delete - Click on the delete button to delete the current opened opportunity record.
     

    Leave your feedback about the solution to its developer and Marketplace team