Opportunities & Pipelines

Opportunity Custom Fields are lost (values are empty) when the opportunity is moved to a different pipeline using the workflow action 'Create Or Update Opportunity'. in addition, as a workaround, copying the values from the opportunity itself is not allowed for fields of type dropdown or number.

I can't change the order from the options! It is a bug!

Opportunity Lead Value should be a Number field not a Text field. Because it is a text field we can't use math operations. Please fix.

Right now, if you have an opportunity changed trigger begin a workflow, and use the Create/Update opportunity action, the workflow will not reliably modify the relevant triggering opportunity if the attached contact has multiple opportunities. It will often only modify the most recently created opportunity. An alternative solution would be to create an automation step allowing us to update opportunities by their ID. You can do this via the API but it's annoying to rely on outside apps for this.

To see the problem/bug currently in your system that I reference below, here is a LOOM: https://www.loom.com/share/8097a2158ef146e2a626162d0c5d6112 Currently, MANUAL CALL actions in WORKFLOWS will not pass through a contact record to the next step in the WORKFLOW if the browser crashes or is refreshed. The record is IMMEDIATELY moved from the MANUAL ACTIONS list the INSTANT the record is dialed. Since there is no way to get the call disposition pop up again after the record is called the first time (HOW DID THE CALL GO screen), there needs to be an option to move the contact record through the MANUAL CALL action in WORKFLOWS upon the contact record IMMEDIATELY being removed from the MANUAL ACTIONS list. In order to not disrupt the flow of user's current workflow settings, perhaps you can put a toggle switch in the MANUAL CALL Workflow action item. That toggle switch could say move contact to the very next step immediately as soon as the call is removed from the manual actions list, or keep it default as it currently behaves right now today. And that current default behavior, of course, is to keep the record in the manual call workflow action until the call has been fully dispositions through your “How did the call go” pop up. This way you can keep everyone’s current workflows without interruption by having this updated toggle switch default to keep as current behavior, but give people like me the ability to toggle that switch on to have the contact record immediately move through the next step in the workflow as soon as the contact is called and removed from the manual actions list.

Subject: Request for fix: Use of Opportunity ID for Workflow Actions I would like to request an enhancement regarding the use of Opportunity ID numbers for updating individual opportunities within your platform. Currently, workflow actions do not function as intended with opportunity cards, as they only affect the most recently updated opportunity card, rather than the specific opportunity card that triggered the workflow action. This limitation can lead to inconsistencies and inefficiencies in managing opportunities. Given that each opportunity card has a unique ID, it would be beneficial for the workflow actions to leverage this ID to accurately affect the corresponding opportunity card. Implementing this change would greatly enhance the functionality and reliability of your workflows. This would significantly improve user experience and operational efficiency and reporting! Especially with the new dashboards.

You can't check what you have going on tomorrow in the mobile calendar? is this intended or a bug? For example I can't click on 18th to see what appointments are due. Also under the contacts tab (the far right button on the bottom line) The contacts are not in alphabetical order. is there a reason for this. Also Tasks are not showing on the App currently (have over 30 tasks going currently and its showing zero) Hope this helps :)

When moving between tabs inside an opportunity with unsaved changes, it stops and prompts you to save your unsaved changes However when clicking out of an opportunity without pressing [UPDATE] there is no such popup reminding to save your changes Many many times we've had users edit an opportunity, forget to hit [UPDATE] and click out of the opp popup only to lose all the edits. This should be a simple one, just like going to a new tab of an opportunity prompts to save changes, you should get a popup to SAVE UNSAVED CHANGES if you leave an opportunity popup but have unsaved changes Thank would be wonderful. Thank you in advance :)

This sub-account's location is in US Minor Outlying Islands. When updating opportunity stage from the opportunity card, it is now allowed and shows that the phone number is invalid. The phone number is a US region one, the same issue is being noticed for the users of that Island location. The sub-account location Twilio geo-fence is updated contacting support.