Tie close date fields in Details and Commissions together
Tie the Close Date field of the opportunity details section to the Close Date field in Transactions (Commissions) together. When an associate updates the Close Date in the Opportunity Detail screen and there is a Open/Submitted/Approved commission in Offers it would be great if the associate is asked if they would also like to update the Close Date of the Offer (if different). Also, if the associate submits an commission with a Close Date that does not match the Close Date in the Opportunity Details the system would ask if if the date should be updated to match.
Michael Norton
shared this idea
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Sally Blair
commented
Dates should adjust together throughout the contract on all factors
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Lindsey Sargent
commented
The closing date at some point in the transaction can't be edited. Not sure why. Yes, please tie these two fields together and let us edit!! thank you!
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Erica Anthony
commented
I agree, this would be a very helpful feature!