Description from Opportunity to flow to Internal Notes on Sales Order

Enhancement Voting Sales Orders
1

Name of Feature/Request:Opp descriotion notes to flow to Sales order /Quote

What financial, time savings, or quality of life improvements will occur with this:

Attempted solutions so far: cioy and paste from OPP to Sales Order internal Notes

Current Functionality:
The Opportunity Description does not carry over when creating a Quote/Sales Order. The user must manually copy and paste the information into Internal Notes.

Requested Enhancement:
Automatically populate the Quote/Sales Order Internal Notes field with the information entered in the Opportunity Description when the Quote/Sales Order is created from that Opportunity.

Benefit:
This would eliminate unnecessary copy-and-paste steps, save time, and ensure important opportunity details are retained and easily accessible throughout the sales process.

1 Like

i needed to add to this that having sales Templates in place is what stops the description from coming over and as most customers use templates or are definitely urged to use templates. This will cause the same copy-and-paste situation.

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