Closing Opportunity - Status Reasons
When you close an Opportunity, you can set the Status "Won" or "Lost." Based on what you select, it populates a drop-down list, Status Reason, right beneath it. How can I add my own options to this drop-down? Keith
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krschacht
7/9/2003 11:45:43 PM
crm
35858 articles. 
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From Home, go to Settings>System Customization>Opportunities>Customize Form Click on the detail tab, then double click the Status Reason field. Add your own options from the value tab krschacht@hotmail.com (Keith) wrote in message news:<280caed6.0307091545.753caf87@posting.google.com>... > When you close an Opportunity, you can set the Status "Won" or "Lost." > Based on what you select, it populates a drop-down list, Status > Reason, right beneath it. > > How can I add my own options to this drop-down? > > > Keith
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sam
7/10/2003 4:10:56 PM
No, different field. There is a Status Reason field which is on one of the tabs of the regular Opportunity form. That's the one you are talking about. I'm talking about when you click Action > Close Opportunity, it pops up a different form with two radio buttons you can select Won or Lost. Depending on what you select it populates a drop-down beneath labeled Status Reason, but this is a different list. There are different options and, as far as I can tell, you can't edit this through the normal Form customization. Any ideas? Keith "lindad" <lindad@icsadvantage.com> wrote in message news:<a6e801c346e9$a3cbe9c0$a401280a@phx.gbl>... > You can definitely add/change Status Reasons for Won or > Lost Opportunities. New Status Reasons may be added > through system customization and picklist values (change > the properties of the Status Reason Field). This will > force you to pick the status first and then add related > values. This works even for the status of Won, where, with > the default of only one value, the Opportunity close > window does not allow the user to choose a Status Reason. > If you add multiple reasons, a picklist will appear so the > user can chose the appropriate value. > > >-----Original Message----- > >When you close an Opportunity, you can set the > Status "Won" or "Lost." > > Based on what you select, it populates a drop-down list, > Status > >Reason, right beneath it. > > > >How can I add my own options to this drop-down? > > > > > >Keith > >. > >
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krschacht
7/11/2003 7:03:40 PM
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