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Add involved parties in the opportunity creation screen

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Hello,

I would like to know if it's possible to add an involved party (such as Ship-to or Partner) directly in the creation of an opportunity ?

Of course without development would be perfect, but if we need to do some SDK would you have an already working code for such a request?

Thanks for your help 😄

Vivian

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Answers (2)

Answers (2)

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Hello Clovis,

Unfortunately this does not fit the need.

The idea would be to let the end user select the partner during the creation of the opportunity. And not to make automatic the partner attribution according to the selected customer/prospect account.

Best Regards,

Vivian

clovismuller
Active Participant
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Hello Vivian,

You can register in the parties involved tab in the client's registration, so when you create a quote, or opportunity, the partner you want will always be filled in.

Hope this helps.