Oppertunities with UDF fields.

14 votes

It would also be useful to be able to use UDF fields, as they are now present in AutoTask for the Opportunity Category.

Under consideration Suggested by: <Hidden> (27 May, '22) • Upvoted: 13 Jan • Comments: 5

Comments: 5

27 May, '22
<Hidden> Merged
Use UDF available in AT also available in the oppertunities in sales builder
13 Jun, '23
<Hidden> Merged
UDF field(s) that sync with the corresponding UDF field(s) in the autotask opportunity.

For example we want an UDF field to register the estimated hours for a quote or project.
21 Jun, '24
<Hidden> Merged
Please add the same UDF visability and possabillty to change for Products.

Usecase:
we have a Autotask to IT-Glue workflow.
When we deliver a Product with 1 year duration we add a UDF "sync to IT Glue" value "12" that creates a flex asset in IT-glue with the end date
A workflow in IT-glue sends a mail 90 days before end date.

In the current situation we have to go back into Autotask to edit the product overthere as well.
09 Dec, '24
<Hidden> Admin Merged
"UDF available in the oppertunities in sales builder" (suggested by <Hidden> on 2022-05-27), including upvotes (7) and comments (1), was merged into this suggestion.
09 Dec, '24
<Hidden> Admin
"UDF field(s) that sync with the corresponding opportunity UDF field(s)" (suggested by <Hidden> on 2023-06-13), including upvotes (8) and comments (3), was merged into this suggestion.