Name of Feature/Request: To Have Appointments Created From Opportunities Not Transfer Over Description Field Information
What financial, time savings, or quality of life improvements will occur from this: To have information that is added in the Description Field on an Opportunity not transfer over to the Description Field of an Appointment that is created directly from the Opportunity | Frequency: Daily | Information that is added to the Opportunity Description is not needed to transfer into Appointment that is created from Opportunity. This information should transfer over to a separate Description field on the Appointment
Attempted Solutions So Far: None Listed
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Original Description: To not have the Opportunity Description info carry over to the Appointment Description field as it seems like they should be 2 separate fields.Solution 1) Stop that info from merging into the appt Description area. or 2) Make a new field called Original Lead Info that can be reported on Either way, I don’t think we need to bring the Opp Description info over to the Appt Description field (seems like they should be 2 separate fields) | Previously accomplished: Currently in Striven the option for Opportunity Description information automatically gets added to Appointment Description for Appointments created from Opportunity
StrivenID: 5521644