:blink:
I have created a few new entries in the Sales Stages selection for Opportunities. One is âClosed - No Bid/Disregardâ. How do I get Suite to recognize that as a CLOSED opportunity? Still shows when I select âOpen Itemsâ in search.
Thanks all!
Additionally, how do you change the Probability % associated with each phase? Thanks.
Itâs surprising there is no reply to this. Did you manage to find a solution? I am looking for the same.
sfxu
7 December 2016 10:17
4
I tried to solve this by modify the code, but this modification is not upgrade-safe.
You can solve the search issue by modify the file : modules\Opportunities\metadata\SearchFields.php
âopen_onlyâ => array(
âquery_typeâ=>âdefaultâ,
âdb_fieldâ=>array(âsales_stageâ),
âoperatorâ=>ânot inâ,
âclosed_valuesâ => array(âClosed Wonâ, âClosed Lostâ), ## modify here to add your own definition
âtypeâ=>âboolâ,
),
and there are many other place will bring you trouble, such as:
Outcome of the month, lead by outcome, and upcoming activities etc.
I have no good idea to solve all of them, all writen in code instead define by an array.