Name of Feature/Request: Having Custom Information from Opportunities Carry Over To Other Formats
What financial, time savings, or quality of life improvements will occur from this: /Topic?: To have captured custom field information show on other customer formats such as Estimates, Tasks and Appointments.
Where in the system is this located?: Company > Settings > Customer/Vendor > Opportunities > Types
How is the user accomplishing now / past: New to user
Steps Taken: Tested adding custom field info on Opportunity Created Invoice from Opportunity Created Task From Opportunity Custom Field Information does not carry over Possible work around is to copy info added to custom fields from Opportunity and paste it in the Description box
Next Steps: not entered
Internal Notes: | Frequency: When Custom Information is entered into an Opportunity It does not automatically populate on other formats such as Estimates, Tasks or Appointments | This request is needed to tie custom information added to the Opportunity to be automatically carried over though the life cycle of the sales order process to avoid manually adding information to other entities.
Attempted Solutions So Far: No solution is available
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Previously accomplished: Not able to be done in Striven
StrivenID: 4283985