Make it possible to make an interaction have a mandatory field once the interaction has changed to a status of completed, but not until it's changed to that status. Making contact method mandatory once it’s a completed step so that MGO is making sure and fill that field value.

In order to edit an unqualified opportunity, where ask date isn't even available to edit, you still have to add in ask date, even though you can not. In order to edit something in an opportunity, You have to either change itt o qualified, even though it is not yet, so that you can put in an ask date to save or you have to re-add a new opportunity wit the edited info and delete out the other one.

  • Guest
  • Jul 29 2016
Organization Name (Please enter full organization name) Blackbaud
Reported Version 4.0
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