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Issue Details [XML]

Key: CHD-1357
Type: New Feature New Feature
Status: Resolved Resolved
Resolution: Fixed
Assignee: Unassigned
Reporter: Jeff Standen [WGM]
Votes: 0
Watchers: 0
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Cerberus Helpdesk

[CRM] Add macros/presets to opportunities so you can quickly change properties with one click

Created: 05/Aug/09 01:37 PM   Updated: 13/Jul/11 10:13 PM
Fix Version/s: 5.5

Original Estimate: Unknown Remaining Estimate: Unknown Time Spent: Unknown
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Related To
This issue is related to:
CHD-1977 Macros Resolved
 


 Description   
It should provide the ability to make a single hotkey that, for example:
* Marks the Opp Closed+Won
* Unassigns
* Sets a custom field 'last contacted' to 'now'.

With some work, it should also be possible to send templates from a macro.

This would save a lot of tedious clicking around when managing leads, and the actions could be reused on bulk update (and potentially Opp workflow filters).

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Comment by Jeff Standen [WGM] [13/Jul/11 10:13 PM]
Implemented in 5.5-dev (macros)