Adding things simultaneously in Opportunities

I would like for users to have the ability to add a Category (previously known as a proposal attribute) from the Custom Fields menu when they create a new Opportunity, not after the fact. (We ask our development officers to add a benefiting unit attribute for reporting purposes now.)

On that note, I would like for users to have the ability to add more than one Category at a time—instead of having to add one, save, close, open up, and add another. The fact that all of these things cannot be done simultaneously in one window anymore is undoubtedly going to be a great annoyance to our development officers. There is considerably more drilling down and clicking than there was before in order for them to create an opportunity (previously known as a proposal) and add a category.

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  • Dec 14 2017
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