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Create Opportunity and Quote Release Notes 1.47 - 1.51

What's New

  • Email, Fax, and Phone fields are now pre-populated for Quotes from the Primary Contact information when the fields are included in the Create Opportunity & Quote Fields field set and Create Opportunity and Quote is accessed from a Contact (1.47).


  • Quote creation is now optional but selected by default (1.48).

Bugs Fixed

  • When accessing Create Opportunity and Quote through a contact, the cancel button will now return to the contact record (1.49).
  • Required fields will no longer prevent the cancel button from navigating back (1.49).
  • When a validation error occurs due to a field requirement, Name will no longer be erroneously populated with Account name (1.49).
  • Operations will be rolled back, and no redirect to Opportunity will occur when Quote creation fails (1.50-1.51).

Known Issues


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